BEVERLY HILLS – November 20, 2020 – AIRE Advisors, headquartered in Beverly Hills, CA, today announced its launch as an independent registered investment adviser (RIA). Cofounded by industry veterans Amir Monsefi and Sharon Nassir, the global wealth consultancy will offer objective and open advice to individuals, families and business owners to help them confidently realize their goals and discover new opportunities.

AIRE Advisors was created as a fee-based RIA structure to allow more freedom to provide clients with comprehensive advice, expansive opportunities and intergenerational wealth management.

“We had a deep desire to establish a firm that models our interpretation of the ideal client experience and is centered solely around the client,” said Co-Founder and CEO Amir Monsefi, who has been a financial advisor for 27 years and in management for 18, leading, training and coaching hundreds of advisors. “Ultimately, we wanted to create a platform that would allow us to truly help clients as a complete advisor and hub for all their wealth management needs, not just their equity and fixed income investments. This includes thorough advice on their real estate holdings; assets held away from us, such as 401(k) assets; their trust, estate, gift and charitable planning; insurance planning; comprehensive exit planning for business owners; and much more. With our completely open architecture and our reasonable, innovative and transparent fee structure, we believe that we have created the right platform to allow us to achieve these goals. We are driven to grow this firm by bringing on some of the most outstanding, knowledgeable and client-centric advisors in the industry to empower our clients to feel confident in their future, knowing they have a plan in place and an advisor who is by their side for all major financial and life decisions.”

“Every decision we make is based on improving our clients’ experience,” added Co-Founder and Senior Partner Sharon Nassir. “Seeing the changing landscape in our industry over the past decade, we felt compelled to evolve our practice to provide conflict-free, holistic advice as a true fiduciary. Through tailored investment solutions and global resources, we aim to support and inspire our clients to create – and expand – their legacies.”

AIRE Advisors has formed strategic relationships with some of the leading providers in the industry, including Fidelity Institutional^SM, which will act as the primary custodian for the firm’s clients’ investment assets.

“In pursuing independence, the AIRE Advisors team is reaffirming their commitment to providing innovative solutions to help their clients achieve their goals,” said David Canter, head of the RIA and family office segments for Fidelity Institutional. “While their team continues to help business owners, individuals and families define their legacies, Fidelity is focused on helping the firm to do the same for their business as they enter this new phase of growth.”

About AIRE Advisors

AIRE Advisors, an independent registered investment adviser based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.

About Fidelity investments

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $8.8 trillion, including discretionary assets of $3.5 trillion as of September 30, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 institutions with investment and technology solutions to invest their own clients’ money. Privately held for more than 70 years, Fidelity employs more than 45,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit www.fidelity.com/about-fidelity/our-company.

Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.

Fidelity Investments and Fidelity Institutional^SM (together “Fidelity”) is an independent company, unaffiliated with AIRE Advisors. Fidelity is a service provider to AIRE Advisors. There is no form of legal partnership agency affiliation, or similar relationship between the AIRE Advisors and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 949815.1.0

Contact:

Amir Monsefi, CEPA, CPFA, AWMA^®, CPWA^®
Co-Founder, CEO
888-688-AIRE (2473)