Save time, money and resources by outsourcing investment management strategy and research to experts with a low-cost and tax efficient portfolio management style
Services
Research Packaging
Outsource cio responsibilities
Take advantage of a tax efficient approach to investing; saving you time, money, and resources.
Gain access to dfa, american century, and other top mutual fund families
Benefit from access to no load, low-cost, institutional funds without worrying about meeting asset minimums.
Offer an esg fund lineup
Attract new types of investors and keep up with changing client desires by adding an ESG offering.
Fulfill compliance requirements
Receive complete research documentation that supports your investment strategy, policies, and decisions.
Provide impactful client communications
Show clients you are up to date by timely utilizing white-labeled communications on investment topics, regulatory changes, and major financial events.
All for a low cost of a predictable $6,000 fixed annual fee
Powered by the insight and time-tested practices of nationally recognized Rowling & Associates, InStrategy provides an alternative solution to the TAMP revenue sharing model.
Trading offering
Are trading and rebalancing responsabilities claiming too much of your time?
Why not let our experienced team help you out? InStrategy clients utilizing Morningstar’s Total Rebalance Expert can opt for R&A’s “back office” trading and rebalancing services. We offer a customized approach to back office services to meet your needs.
Succession option
Many firms are uncertain about succession plans - especially in the event of an unexpected distaster.
R&A offers succession arrangements designed to protect your family and your clients..
About instrategy
Keep more of your revenue, free from TAMP fees, with customized, tax efficient investment management research and services at a low fixed price that is not based on AUM.
The origins of a TAMP disrupter
InStrategy originated from veteran financial advisor Sheryl Rowling, founder and CEO of Rowling & Associates. Throughout her 30+ year successful career, other advisors have been seeking out Sheryl’s expertise to provide advice on how to run a successful, tax efficient, investment management service offering.
Due to the strong demand from advisors, Sheryl packaged up her investment management and research services and access to her team of investment management professionals into a new offering and InStrategy was born. Now with over $1 billion in assets on the platform, InStrategy is becoming the industry’s go-to solution for outsourcing time-consuming investment management research and portfolio construction.
Take advantage of Rowling & Associates’ (R&A) Investment Management Strategies and Research to transform your business today
InStrategy is rapidly becoming the industry’s go-to platform for efficient, low-cost investment strategy and research services for independent RIAs. Leading advisors are leveraging their time by outsourcing costly and time-consuming investment management services to R&A’s experienced Investment Committee. Nationally recognized, R&A has a 30+ year track record in successfully managing client portfolios in a tax-efficient and fiduciary manner.
Investment committee
Gain confidence and peace of mind that your clients’ portfolios are based on rock-solid investment research and tax efficient management strategies
Blog
Research and expertise for advisors
The Importance of Succession Planning
24 November 2020In these interesting times, now more than ever I am convinced of the importance of succession planning. This topic is...
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InStrategy in the News
What they're saying about us!
Rowling & Associates' InStrategy Recognized as a Finalist in the 2020 "Wealthies
Markets Insider
Sheryl Rowling Featured in Morningstar for ESG Research
Morningstar
Rowling & Associates' InStrategy Reaches $1 Billion Milestone
Markets Insider
RIA’s Flat-Fee TAMP Takes Off
WealthManagement.com
Small RIA’s TAMP Turns Heads
Barron's
Rowling & Associates Launches InStrategy – A new Investment Strategy and Research Platform for RIAs
Technology Tools for Today
Becoming An Advisor #FinTech Software Entrepreneur
Kitces.com
Sheryl Rowling Named a Finalist for "RIA Innovator of the Year"
Markets Insider