About Us

IAAS (pronounced I-doubleA-S) is a registered investment advisor company.

We trade ETFs (Exchange Traded Funds) and no-fee mutual funds for clients who grant us limited trading authority over their 401(k), 403(b), IRA and taxable brokerage accounts.

Intoduction to IAAS
(10 Microsoft Powerpoint slides)

Ready to Get Started?

Step 1.

Review these documents:

Investment Management Agreement


(Adobe PDF file, 1 page)


Account Data Form
(Adobe PDF file, 1 page)

Form ADV, Part II
(Adobe PDF file)

Privacy Policy
(Adobe PDF file, 1 page)


Step 2.

Give us a call at 713-667-5914 and tell us you're ready to get started.

Depending on what account(s) you'd like for us to manage, chances are we can get started today.


 
DISCLAIMER: This web site is for informational purposes only and does not constitute a complete description of IAAS, Inc. or the services it provides. This web site is in no way a solicitation or offer to sell securities or investment services, except, where applicable, in states where we are registered or when an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources that we, and our suppliers, believe reliable but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers may be held liable for any errors or inaccuracies, regardless of cause, at this site. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED" WEB SITE.