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International Assets Investment Management, LLC
Ed Cofrancesco · Investment Advisor · Multi-Strategy
International Assets Investment Management, LLC (IAIM) is an SEC-registered investment advisor based in Orlando, Florida. Established in 2007 as an affiliate of the independent broker-dealer International Assets Advisory, LLC, the firm provides comprehensive wealth management services through a nationwide network of independent investment advisor representatives. IAIM focuses on delivering institutional-quality investment products and personalized financial planning to private clients, corporations, and non-profit organizations. By bridging the gap between Wall Street and Main Street, the institution emphasizes transparency, ethical standards, and relationship-driven service. The firm manages a diverse range of assets, utilizing third-party asset managers and model portfolios to meet the unique financial goals and risk tolerances of its growing client base, which includes high-net-worth individuals and institutional investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.1% |
| YTD return | +8.1% |
| Sharpe ratio | 1.75 |
| Win rate | 54% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://iaac.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| FDX | FedEx Corporation | 16.0% | -6.8% |
| AAPL | Apple Inc | 14.6% | +27.1% |
| NVDA | NVIDIA Corporation | 14.5% | +16.4% |
| AMZN | Amazon.com Inc | 6.8% | +9.4% |
| MSFT | Microsoft Corporation | 5.9% | +4.8% |
| GOOGL | Alphabet Inc Class A | 5.5% | +23.1% |
| PLTR | Palantir Technologies Inc. | 4.0% | +10.0% |
| AVGO | Broadcom Inc | 3.5% | -1.2% |
| ECCC | Eagle Point Credit Company Inc Preferred | 3.4% | -1.3% |
| LOW | Lowe's Companies Inc | 3.3% | -7.7% |
| BAC | Bank of America Corp | 2.9% | +4.8% |
| LLY | Eli Lilly and Company | 2.9% | +30.1% |
| ACP-PA | Aberdeen Income Credit Strategies Fund | 2.8% | -4.0% |
| TSLA | Tesla Inc | 2.7% | -15.1% |
| PRU | Prudential Financial Inc | 2.4% | -0.5% |
| AMD | Advanced Micro Devices Inc | 2.1% | +36.0% |
| INTC | Intel Corporation | 1.9% | +1.9% |
| META | Meta Platforms Inc. | 1.7% | +21.8% |
| V | Visa Inc. Class A | 1.6% | +14.6% |
| T | AT&T Inc | 1.6% | +0.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | MSFT | 4.8% → 5.9% |
| Aug 24, 2026 | SELL | BAC | 3.0% → 2.9% |
| Aug 24, 2026 | BUY | GOOGL | 5.3% → 5.5% |
| Aug 24, 2026 | SELL | AMD | 2.5% → 2.1% |
| Aug 24, 2026 | SELL | FDX | 16.0% → 16.0% |
Investment Style Analysis
International Assets Investment Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Integrated Freight & Logistics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, International Assets Investment Management, LLC made a significant move by increasing exposure to MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
IAIM's investment philosophy is centered on a client-first, relationship-driven approach that prioritizes transparency and accessibility. The firm utilizes a 'Main Street' service model to provide clients with access to sophisticated 'Wall Street' investment strategies and diversified products. Their strategy involves the use of model portfolios designed by third-party asset managers (TPAMs), which are selected through rigorous due diligence to align with specific client objectives and risk profiles. IAIM emphasizes the importance of open communication and personalized financial planning, ensuring that investment programs—ranging from retirement evaluation to custom wealth strategies—are tailored to the long-term needs of both individual and institutional investors.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with International Assets Investment Management, LLC.
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Frequently asked questions
How is the simulated portfolio for International Assets Investment Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is International Assets Investment Management, LLC's largest holding?
As of the latest filing, International Assets Investment Management, LLC's top position is FedEx Corporation (FDX), representing 16.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is International Assets Investment Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +13.1% with a win rate of 54%. Notably, the portfolio maintains a Sharpe Ratio of 1.75, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does International Assets Investment Management, LLC primarily invest in?
International Assets Investment Management, LLC has a strong preference for the Semiconductors sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to Integrated Freight & Logistics, indicating a specific thematic focus.
Is International Assets Investment Management, LLC's portfolio concentrated or diversified?
International Assets Investment Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has International Assets Investment Management, LLC performed in 2026?
Our AI-simulated model portfolio for International Assets Investment Management, LLC tracks a Year-to-Date (YTD) return of +8.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ed Cofrancesco manage International Assets Investment Management, LLC directly?
Yes, Ed Cofrancesco serves as the key portfolio manager for International Assets Investment Management, LLC, overseeing the investment strategy and final capital allocation decisions.