iSectors®, LLC manages a suite of exchange-traded fund (ETF)-based asset allocation models. www.isectors.com iSectors® investment management services, along with the technological infrastructure and support staff of our platform partners with, helps financial advisors optimize their business efficiencies, while affording them more time to get to know their clients and gain a better understanding of their needs and objectives. All iSectors® strategies are rooted in our philosophy that asset allocation, rather than the selection of individual securities is a more beneficial approach to helping people reach their financial goals. The iSectors® investment process seeks to maintain low overall investment costs through the use of exchange-traded funds, and technology provided by turnkey asset management platforms. Our strategies offer exceptional holdings transparency, by holding iSectors® investments in a separate, or unified managed account, titled in advisors' clients' names---at an independent brokerage firm. We are known for: iSectors® Domestic Equity Allocation iSectors® Global Balanced Allocation iSectors® Global Fixed Income Allocation iSectors® Endowment Allocation iSectors® Global Growth Allocation iSectors® Liquid Alternatives Allocation iSectors® Post-MPT Growth Allocation iSectors® Tactical Global Balanced Allocation along with others... Please visit our website for further information. Disclosure: https://isectors.com/disclosure Social Media Disclosure: https://isectors.com/social-media-disclosure
View Top Employees from iSectors® LLCWebsite | https://isectors.com/ |
Revenue | $5 million |
Employees | 5 (5 on RocketReach) |
Founded | 2008 |
Address | 5485 W Grande Market Dr Suite D, Appleton, Wisconsin 54913, US |
Phone | (920) 257-5168 |
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Industry | Financial Services, Finance General, Isectors® Precious Metal Allocation, Finance, Isectors® Capital Preservation Allocation, Isectors® Global Conservative Allocation, Isectors® Global Equity Allocation, Isectors® Post-Mpt Moderate Allocation, Isectors® Inflation Protection Allocation |
Competitors | Alesco Advisors LLC, Condor Capital Wealth Management, Niemann Capital Management, Performa, Shepherd Kaplan LLC |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 52591 Companies, NAICS Code 525 Companies, NAICS Code 5259 Companies, NAICS Code 52 Companies |
Looking for a particular iSectors® LLC employee's phone or email?
The iSectors® LLC annual revenue was $5 million in 2024.
Vern Sumnicht is the CEO of iSectors® LLC.
5 people are employed at iSectors® LLC.
iSectors® LLC is based in Appleton, Wisconsin.
The NAICS codes for iSectors® LLC are [52591, 525, 5259, 52].
The SIC codes for iSectors® LLC are [67, 672].