International Strategy & Investment Inc (New York)

Name: International Strategy & Investment Inc
Address: 55 E. 52 Nd St., New York, NY, 10055
Telephone: 212-446-5600

International Strategy & Investment Inc is a large advisory firm based in New York. It manages $696.87 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 19 other states.

International Strategy & Investment provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

International Strategy & Investment: assets under management

The assets under management (AUM) of International Strategy & Investment Inc is $696.87 million. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $688.88 million in discretionary accounts and $8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.76 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $799.51 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay International Strategy & Investment Inc for their services and products based on a percentage of assets under management, subscription fees, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at International Strategy & Investment Inc

Edward S Hyman has been acting as President since 1 Jan 1991. Anthony John Rose joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward S Hyman	Chairman	1 Jan 1991	25% - 50%	804864
Robert Alan Medaugh	President	1 Jan 1991	25% - 50%	1856547
Nancy Rosalie Lazar	Executive vice president	1 Jan 1991	Other	1952906
Joel Paul Fein	Chief financial officer	1 Mar 1991	Other	205614
James Edward Moltz	Vice chairman	1 May 1999	Other	337917
Stephen Vincent Killorin	Chief financial officer	1 May 2001	Other	4228404
Anthony John Rose	Chief financial officer/chief compliance officer	1 Jun 2013	Other	2832361

Based in New York

The principal office where International Strategy & Investment Inc performs its advisory services is located at 55 E. 52 Nd St., New York, NY 10055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-446-5600 or by fax 212-486-6475. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.isifunds.com.