MSP FAQS

Key summary points:

  • The company, named IU, was officially launched in 2012 and focuses on providing independent advice on equities, currencies, and derivatives.

  • The company was created as a response to the lack of independence found in the financial industry, where the interests of financial professionals are not always aligned with those of their clients.

  • IU takes an agnostic approach to the markets and client success, and is not beholden to any particular bank, product, strategy, market, or broker.

  • The company’s focus is on aligning its interests with those of its clients and their long-term success, even to the extent of being willing to allocate capital and risk away from strategies that are not working for clients.