Investment
Support
Services
Investment Support Services
Simplifying Wealth Management
Investment Support Services (ISS) is a completely independent consulting firm dedicated to solving complex financial problems related to growing and protecting wealth. Utilizing a diverse group of expert advisors, ISS provides comprehensive boutique services to an exclusive clientele.
Who We Are
Meet Dan Duffy and Paul Albertini, the co-founders of Investment Support Services. Between them, they bring over three decades of leadership in banking, real estate, underwriting, operations, and manufacturing—ensuring you benefit from a truly comprehensive approach to financial consulting.
Dan’s multifaceted background includes everything from commercial lending and escrow/title management to legal expertise, while Paul’s operational savvy spans HR, budgeting, and environmental compliance, coupled with extensive real estate investment experience. Together, they embody our commitment to delivering results-oriented strategies rooted in both industry know-how and a passion for service.
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Why Choose us?
Tailored Investment Solutions
Empowering you to make informed decisions with expert guidance. Your preferences drive every step of your financial plan.
Your Investments, Your Control.
Portfolio Management
We monitor your portfolio to ensure consistent growth, proactively addressing challenges and providing regular updates.
Maximizing Your Gains
Investment Diversification
Diversify your portfolio with options tailored to your goals—liquid assets for flexibility or long-term strategies for generational wealth. Maximize returns while managing risk and growing wealth tax-efficiently.
Securing the Future Through Variety
We don’t just provide guidance
We partner with our clients every step of the way.
Our goal is to simplify complex concepts like Delaware Statutory Trusts (DSTs) and 1031 Exchanges, ensuring you not only understand them but feel confident in your decisions. Together, we build strategies tailored to your goals and walk with you through the process.
Simplify Your Real Estate Investments
Discover how DSTs and 1031 Exchanges unlock new opportunities while deferring taxes and streamlining ownership.
"Once you understand how DSTs and 1031 exchanges work, you'll gain the confidence to expand your real estate horizons and secure a stronger financial future."
Case Studies
From Landlord Fatigue to Strategic Growth
I've been truly impressed by the personalized service and expertise provided by Investment Support Services. Their strategies have significantly boosted my wealth growth and protection!
Vacation Rental to Stabilized Income
I highly recommend Investment Support Services for their professionalism and dedication to achieving financial success. Their personalized solutions have made a significant impact on my investments.
From Landlord Fatigue to Strategic Growth Investment of settlement funds into DSTs
Investment Support Services has been instrumental in guiding me through successful real estate investments. Their knowledge and support have been invaluable.