Lolade Mustapha named Washington, D.C. Private Client Services Director for Index Strategy Advisors, Inc.

By | April 4th, 2013 10:04 AM EST | posted in ISA Careers, Press Releases, Tax & Estate Planning

WASHINGTON, D.C. (April 4, 2013)

Houston, Texas based Index Strategy Advisors (ISA), a Registered Investment Advisor, has made an addition to its senior sales team, naming Lolade Mustapha as Director, Private Client Services in Washington, D.C.

Lolade Mustapha named Washington, D.C. Private Client Services Director for Index Strategy Advisors, Inc.

Lolade Mustapha, Esq., a Trust and Estate Planning attorney formerly with JPMorgan Private Client Services, joined Index Strategy Advisors today as Director, Private Client Services in Washington, D.C. She holds a JD and a BS in Psychology & Political Science (cum laude) from the University of Illinois.

Prior to joining ISA, Ms. Mustapha was the Principal Partner of the Law Offices of Lolade Mustapha, a Washington, D.C. based Trust & Estate Planning firm she founded in 2009.  At her law firm, Ms. Mustapha advised clients of various tax saving strategies and advised clients on foundation, charitable trusts and corporate formation.

Prior to establishing her private legal practice, Ms. Mustapha was an Associate at JPMorgan Private Client Services.

At JP Morgan, Ms. Mustapha managed high net worth client relationships with the bank’s estate planning and asset management divisions.

Ms Mustapha will lead the delivery of customized investment solutions to ISA’s high net worth clients throughout the United States and will be based in Washington, D.C..

“Lolade is a pro’s pro.” said James McDonald, ISA CEO and Chief Investment Officer. “Her specialized skill set will empower us to deliver value for clients in deeper and more meaningful ways”.

As an expert in Grantor Retained Annuity Trusts, Family Limited Partnerships, Qualified Personal Residence Trusts, Intentionally Defective Grantor Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, and Irrevocable Life Insurance Trusts, Ms. Mustapha will integrate ISA’s asset protection and custom investment strategies with traditional wealth management solutions to deliver exceptional value for ISA’s clients.

“Lolade will be a tremendous asset to the ISA leadership team and her clients,” said Wes Sims, ISA President of U.S. Advisory Services. “She brings the intellectual energy and personality necessary to deliver exceptional service and solutions to high net worth investors who expect nothing but the best of both”.

“I’m excited and ready to get to work.” says Mustapha. “I truly believe that ISA has built an outstanding platform to help high net worth investors maximize their opportunities for growth and protection of their investments, and I cant wait to drive that process”.


Index Strategy Advisors, Inc. is a Houston, TX based Registered Investment Advisor delivering customized portfolio management to individuals throughout the United States.

More information on career opportunities with Index Strategy Advisors in Washington, D.C., and nationwide can be found at

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Sources: Index Strategy Advisors, Inc.. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of its stamped publication date, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Index Strategy Advisors to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. The two main risks related to fixed income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index.