At IV Lions, we use technology to build tax-efficient, low cost, portfolios. Our lowest cost service is designed for investors that like the low cost simplicity of a Robo-Advisor, but would also like an actual person to set their portfolio up.

For 0.10% a year IV Lions will build and update annual a simple low cost index tracking portfolio. For example, on our minimum portfolio size of $500,000 the charge would be $500 per year. The service will:

  • Create an Investment Policy Statement that simply outlines your financial objectives and constraints;
  • Deliver to you straightforward, low cost, index tracking portfolio aimed at achieving those objectives; and
  • Provide an annual review of your assets and personal situation.

We design and build our portfolio’s through TD Ameritrade Institutional. The services requires clients move their assets to TD Ameritrade.


A Family Affair.

“We approach every new client with the same honesty and integrity that keeps our family strong. You can rest assured knowing that your financial assets are being handled by trusted advisors who are working together toward shared goals of success.”

– Lisa Shearman, Legal

Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith

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