What does IVA mean in UNCLASSIFIED

International Value Advisers (IVA) provides portfolio management services as well as research and consulting to institutional investors. We offer a range of equity, fixed income, and multi-asset investment solutions.

At IVA, we apply a global value investing approach to select individual stocks and bonds with the goal of creating a diversified portfolio that is managed for the long term. We believe that by focusing on companies with sustainable competitive advantages at an attractive price, we can generate strong returns over time.

Yes, our investment team conducts in-depth research with consideration to environmental, social and governance (ESG) factors when selecting investments. We strive to identify those companies with strong ESG practices when making our decisions.

At IVA we primarily serve institutional clients such as foundations & endowments, pension plans, religious organizations & dioceses, family offices as well as fund platforms & financial intermediaries.

Yes, we understand that each client’s situation is different so we offer personalized solutions tailored to meet their specific needs. We also have various model portfolios available if desired.

Our team reviews portfolios on an ongoing basis and will perform rebalancing when needed usually no more than four times per year. Clients may request additional rebalances if desired though there may be additional fees involved in those cases.

The minimum amount required for us to manage an account depends on the product being chosen but typically starts at $1 million USD depending on asset class and strategy type.

No upfront fees or expenses are charged for our portfolio management services or model portfolios; however there may be certain transaction costs associated with the investments themselves which would need to be taken into consideration prior to investing.

All requests for withdrawals from accounts must written notice given at least thirty days before the withdrawal date requested; otherwise withdrawals may not be processed until the following month's processing cycle. In addition all accounts must maintain a balance of at least $100 USD in order to remain open and active; otherwise they will be subject to closure without further notification or warning.

At IVA security is our highest priority and we use best-in-class technology such as encryption methods across all parts of our platform including data storage systems in order ensure your sensitive information remains secure at all times. Additionally our security measures are regularly audited by third-party professionals for verification purposes.