International Strategy & Investment Inc (New York)

International Strategy & Investment Inc is a large advisory firm based in New York. It manages $696.87 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 19 other states.

International Strategy & Investment provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

International Strategy & Investment: assets under management

The assets under management (AUM) of International Strategy & Investment Inc is $696.87 million. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $688.88 million in discretionary accounts and $8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.76 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $799.51 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay International Strategy & Investment Inc for their services and products based on a percentage of assets under management, subscription fees, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at International Strategy & Investment Inc

Edward S Hyman has been acting as President since 1 Jan 1991. Anthony John Rose joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.

Direct owners and executive officers

Based in New York

The principal office where International Strategy & Investment Inc performs its advisory services is located at 55 E. 52 Nd St., New York, NY 10055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-446-5600 or by fax 212-486-6475. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.isifunds.com.

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