IIYG offers ongoing portfolio management services for individual and retirement accounts. IIYG evaluates the current investments of each client with respect to their goals, time horizon, and risk tolerance levels. Portfolio management services include, but are not limited to, the following:

• Investment strategy • Personal investment policy

• Asset allocation • Asset selection

• Risk tolerance • Regular portfolio monitoring

The investment approach seeks to invest in market opportunities using quantitative, fundamental, and technical analysis. Quantitative analysis focuses on utilizing, for example, measurable factors and financial ratios to gain insight into the valuation of a company or broad market. Fundamental analysis involves the analysis of the company financial data and health, along with the industry, and the domestic and global environment. Technical analysis is to evaluate company data, such as its price and volume, to chart patterns that can be used to estimate future price movement and the market as a whole. Methodologies are based on publicly available research papers.