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| Additional information |
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| Interpacific Investors Services, Inc. (IIS) |
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Overview:
Interpacific Investors Services is a full-service retail broker/dealer headquartered in Seattle, Washington with offices in five states and over 45 years of investment experience.
IIS offers a wide array of investment opportunities including fixed-income products, mutual funds, stocks and variable annuities. Such investments are available through a variety of account options, including but not limited to retail accounts, IRA’s, and trust accounts. |
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History:
Interpacific Investors Services, Inc. (IIS) was founded and capitalized in 1970 by Mr. Ralph Stuart and sixty-five associated representatives who left Waddell & Reed to form IIS. Throughout much of the 1970s many registered representatives who knew of Mr. Stuart joined him, and IIS had significant growth.
Mr. Stuart's investment philosophy of contrarian investing in distressed asset backed corporate and municipal (utility and airline) bonds scored many successful investment results for IIS customers. Mr. Stuart's continued to manage IIS until his retirement in February of 1991 (at 81 years of age) after twenty-one years of service to IIS, its customers, employees and registered representatives.
In 1991 the Board of Directors of IIS made the decision to bring a new management team which would design a business plan for growth of the firm primarily through recruitment of new representatives, introduction of new technology, improved communications systems, efficiencies and improvement of home office administrative, clerical and trading operations to provide improved service to IIS customers and registered representatives.
IIS today has approximately 10 registered representatives licensed in the states of Hawaii, Alaska, Washington, Oregon, California, Nevada, Idaho, Utah, Wyoming, Colorado, Montana, Arizona, Texas, North Carolina and Georgia. Most of our representatives either operate out of their home, small individual office or are affiliated with a Regional Manager who supervises them, and may provide office space. For a list of our registered representatives and home office employees, refer to the Personnel section of our home page.
IIS is a very conservative firm in its nature; fixed income and equity Mutual Funds represents about forty-five percent of our business with principal transactions from our own inventory of corporate and municipal bonds comprising the balance. Individual equities and insurance represent a very small, but growing, portion of our current revenues.
IIS has, for the last 45 years, believed in a simple, yet effective strategy of investing in corporate, municipal bonds and fixed income mutual funds for income, and investing for the long term in good quality, growth (equity) mutual funds for capital appreciation. We have seen the results of our investment recommendations in the many success stories of our clients over the years.
While IIS is excited to share its story to all, and is very pleased with the growth our firm is experiencing, we don’t forget our roots. Discipline in investing and providing value added service to our customers is the key to success over time. IIS has the experience of seeing our discipline be successful for over 44 years. In the ever-changing world of financial investments, it is essential not to lose sight of what has been successful over time. Especially during the current period where long term value investing has lost some of its following to the current economic concerns. |
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| Toll Free:
+1 800 685 7768 |
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