Elevating Advisory Excellence
Our Purpose
Our purpose is to create better business outcomes for our strategic partners. Through integrated advice embedded into our partners’ processes, we increase client value, accelerate firm growth, and improve long-term profitability.
Our Beliefs
Staying competitive as a professional advisory firm is becoming increasingly difficult. The traditional approaches no longer work. At AIP, we are pioneering a more effective approach because your firm’s ability to stand out and maintain profitability matters to us.
AIP Strategic Partners
We look to partner with select financial advisors, accountants, and attorneys that are process oriented and driven to grow through differentiation. We are interested in more than a referral relationship – our partners consider AIP an integral extension of their own firm.
Our strategic partners include established professional services firms such as law firms, accounting firms, and registered investment advisors who may be experiencing a variety of challenges that AIP can help overcome.