Market Overview

Rowling & Associates' InStrategy Reaches $1 Billion Milestone

Share:

Innovative investment strategy and research service for independent RIAs experiencing fast growth, reaching $1 billion in assets

SAN DIEGO (PRWEB) July 31, 2018

Rowling & Associates, a leading independent wealth management firm announced today that the firm's investment strategy and research service available to independent RIAs on an outsourcing basis has crossed the $1 billion in assets on the platform. Additionally, InStrategy's research offering has been expanded and updated with the latest market movements and trends.

"As the industry becomes more complex and competitive, advisors are seeking out new options to be able to increase capacity and service levels," said Sheryl Rowling, CEO and founder of Rowling & Associates. "Investment management can be a costly, time-intensive process to manage in-house for many firms, and through our decades of experience managing client portfolios at Rowling & Associates, we have developed an efficient, prudent, fiduciary process that is resonating with the industry and experiencing fast growth."

In just over a year, assets on the InStrategy platform have grown from zero to $1 billion, pointing out the need for this type of affordable and customized solution. Unlike expensive basis points the industry's TAMP providers typically charge, InStrategy's flat-fee price of $6,000 per year is creating tremendous value for RIAs and is a key factor in the strong growth of InStrategy

InStrategy, provides RIAs with an affordable, turnkey, investment strategy and research service that includes recommended asset allocation models, mutual fund research, ESG strategies, 529 plans, rebalancing software settings, ongoing updates for changes and tax loss harvesting opportunities, capital gain avoidance distribution guidance, along with client communications that can be separately white-labeled with the advisor's branding.

Along with the fast growth of InStrategy, CEO and Founder, Sheryl Rowling, has been named a finalist in the prestigious 2018 wealthmanagement.com Industry Awards Program in a newly formed category designed to recognize innovation from executive leaders of independent Registered Investment Advisor (RIA) firms for developing InStrategy.

"We've had a very strong reception for InStrategy and we are very excited to see the growth of the platform," said Rowling. "Going forward, we will continue to invest in InStrategy and look forward to helping the industry meet its fiduciary obligations through a high quality, low cost solution."

To learn more about InStrategy, log onto https://www.rowling.com/instrategy/

About Sheryl Rowling

Sheryl Rowling has been providing fee-only tax and financial planning advice since 1979. She is the founder and principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist. Active in her field, Sheryl has been named one of the nation's top 250 financial advisors by Worth magazine and has been included as one of Accounting Today's Top 100 Most Influential People in Accounting, and most recently recognized as one of the industry's "Icons and Innovators" by Investment News. Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an MBA in finance and a BS in accounting from San Diego State University.

About Rowling & Associates

Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice. The firm doesn't earn commissions on any recommendations and adheres to strict fiduciary standards. Prestigious designations held at the firm include Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®). To learn more, log onto http://www.rowling.com

For the original version on PRWeb visit: https://www.prweb.com/releases/rowling_associates_instrategy_reaches_1_billion_milestone/prweb15657856.htm

View Comments and Join the Discussion!