NAPFA: The National Association of Personal Financial Advisors

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Investors Asset Management, Inc.

5000 Legacy Drive, Suite 180
Plano, TX 75024

Phone: (972) 985-7162

Advisors
Jarrod Upton, CFP®, MBA, MS
NAPFA-Registered Financial Advisor
Christopher Troseth, CFP®
NAPFA-Registered Financial Advisor

Investors Asset Management, Inc.

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Investors Asset Management, Inc. was founded in 1983 and is a Registered Investment Advisor providing financial advice to investors in more than 20 states and on 4 continents. Incorporated in Plano, Texas, IAM has seen its clients' needs grow beyond investment portolio management to the broader challenge of wealth management. In addition to its philosophy of long-term investment in the very best companies, IAM employs its years of education and real-world experience to help individuals find the financial independence they desire. IAM is committed to providing the highest level of service and building lasting client relationships. Its client service is built on a foundation of compassion, understanding, expertise, and trustworthiness. Such individual attention builds lifelong relationships. IAM enjoys trusted relationships with the third generation of some of its valued client families.