Save time, money and resources by outsourcing investment management strategy and research to experts with a low-cost and tax efficient portfolio management style

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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 distrupter

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

Sheryl Rowling CPA/PFS
Principal

Lorenzo Sanchez, CFP®
Director of Wealth Management

Juan Aguilar
Director of Operations

Steve Doster, CFP®
Financial Planning Manager

Shalmali Kulkarni, CFP®
Financial Planner

Resources

InStrategy Profile in Success: Klein Financial Advisors

Find out how other advisors are using our turnkey asset management platform.

InStrategy in the News

What they're saying about us!

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

Contact us

Office location

8889 Rio San Diego Drive
Suite 202
San Diego, California 92108

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