About the Firm
For nearly three decades, Joan K. Norton & Associates have been assisting clients in navigating today’s complex financial markets and the myriad of financial products and services available for investors. Under Joan’s leadership, the firm works closely with each client to meet their specific financial goals. While focusing on managing investment risk, the firm assists clients with accumulating and preserving savings for retirement and providing financial security for their family’s future.
We take pride in building relationships with our clients. We’ll meet to not only review your portfolio, but to talk about what else is important to you. We build community with our clients with outings and events throughout the year, such as company seats at sporting events, golf tournaments, as well as our annual Client Appreciation Event.
Welcome to IAA. Registered under the Securities Act of 1934, we are a full service brokerage and money management firm. We service several thousand clients across the United States and the World. We look forward to including you among this discriminating group in the near future.
We aim to serve our clients in two ways.
- As specialists in financial markets worldwide, our clients are able to capitalize on a wide array of global investment opportunities, including domestic and foreign stocks, international and domestic bonds, mutual funds, unit trusts, options and more. The vision of our firm, since its very inception in the early 1980s, has been to take an investment approach that is not limited by frontiers. Opportunity abounds across the globe, not merely in our backyard.
- As a complementary approach, we also offer sophisticated retirement and estate planning services . Our objective in terms of our relationship with our clients is to provide a "holistic" methodology, one that does not look at investment portfolios or strategies in isolation. We seek to understand how our clients live in order to provide recommendations that make sense, not merely in the more limited terms of their financial lives, but more importantly in the wider context of their family, occupation, goals and dreams.
We invite you to learn more about us by taking a tour of our website. If you have questions or comments along the way, please contact us at (800) 432-0000.