Our investment philosophy is based on award-winning academic research and, when coupled with comprehensive planning, we believe it provides an effective solution to assist our clients in having a successful wealth management experience. We believe in a structured approach to investing which utilizes, low-cost and tax-efficient investment solutions.

During this meeting, we will gain an understanding of your personal goals, current financial situation, investment experience and risk tolerance through questionnaires and interviews.

After our initial meeting, IFS gathers your financial information to collaboratively create a comprehensive plan. This plan addresses both your short-term and long-term goals, ensuring it is tailored to your unique financial situation.

We will present our recommendations to you, answer your question and outline the steps we need to take to implement your plan.

Our relationship extends beyond the implementation of your financial strategy. We continuously monitor your investments and meet with you regularly to ensure your plan adapts to life’s changes.

IFS customizes portfolios by aligning them with your unique objectives, risk tolerance, and financial needs. We employ a proactive strategy, diversifying across asset classes such as cash, fixed income, equities, real assets, and alternative investments. Utilizing both active and passive strategies, we ensure a balanced approach. Portfolios may include individual securities, ETFs, mutual funds, separately managed accounts, and limited partnerships, all tailored to your specific circumstances.