Experience and Trust...with the partner who shares your drive to succeed

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INTEGRITY  •  TRANSPARANCY  • HONESTY
TRUST  • SERVICE •  LEADERSHIP  •  RELIABILITY

These are the values we believe in and our philosophy is put the client first

Specializing in: Rollover IRAs Retirement Plans •
Money Management
Comprehensive Financial Planning • Investment & Retirement Planning • Investment Solutions Offering Principal Guarantees or Income Stream Guarantees

Institutional Investment Advisors Corp. (IIAC), a Registered Investment Advisor and Financial Planning Firm, is dedicated to providing you with the solutions and services you need helping you to achieve financial security in retirement.  IIAC was organized by Clifford Michaels, CFP®, with over 25 years of financial planning and investment management experience.

Institutional Investment Advisors Corp. is a (U.S.) nationally recognized money manager as seen in Barron's and the Investor's Business Daily newspaper.

Our mission is to provide competent, prudent financial advice reflecting the highest standards of integrity and superior client service through a partnership that enables us to understand, anticipate and solve your financial needs.

 CFP®, CERTIFIED FINANCIAL PLANNER and CFP® are certification marks owned by the Certified Fiancial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 
 

Our Phone:  212-869-7266 or 800-423-8424


Regarding investment products and services, this site is only intended for residents of the following states where we are licensed to conduct securities and/or investment advisory business. NY, NJ, PA, CT, MD, MA and FL

Securities offered through Registered Representatives of Cadaret Grant & Co., Inc., Member FINRA/SIPC

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Car Affordability

How much can you afford to pay for a car?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

More Newsletters →