i2i solutions is an independent, investment advisory firm that was established in 2004 with the core belief that clients deserve a more personalized approach. Utilizing a client-centric model that emphasizes customization and collaboration, We offers a range of solutions to meet the unique needs of our clients. This commitment — instituted by our team of financial advisors who have spent meaningful years in industry understanding the needs of Individual Investors and providing tailor made solutions to meet the objective.
The philosophy is one that is driven by our mission to provide unique and personalized advice that aligns with—and enables—our clients’ future plans. As such, our success relies heavily on the collaboration we have with those clients, as well as the ability to mine solutions from an array of internal and external partners.
Comprised of industry leaders with extensive experience, We fosters a collaborative environment where Outside specialties are respected and consulted frequently. With this approach, our clients receive guidance from the entire firm, rather than the ideas of a single individual.
At the outset of each new client relationship, We begin with understanding individual’s objective of investments and try to provide the best suited for him considering the various aspects involves in same. This initial review stage, which is the basis for developing a wealth management plan, if desired, and an investment strategy, involves several meetings  and is completed prior to our first transaction