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
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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