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Ethical Standards

Institutional Advisors LLC adheres to the highest standards of investment excellence.  The firm claims compliance with the Global Investment Performance Standards (GIPS®) standards, and has been verified by ACA Compliance Services since 2001.  It is our mission to serve clients with integrity, honesty, and transparency.

GIPS were created by the Chartered Financial Analyst Institute and are the ethical standards that investment managers follow for creating performance presentations that ensure fair representation and full disclosure of investment performance results. Because of these principles, investors can compare advisors. Being GIPS compliant means an investment firm adheres to these global standards. 

To receive a complete list and description of IA’s composites and/or a presentation that adheres to the GIPS standards, contact Lee N. Pace at 610.371.2069, or write to Lee N. Pace, Vice President, at 1340 Broadcasting Road, Suite 100, Wyomissing, PA 19610, or Lee.Pace@institutional-advisors.com.

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