Your business is unique. IFP is here to fit your needs, whether case by case or as a continuous partner.

Our Asset Management division offers financial advisors access to a turnkey solution for their clients. From financial planning to trading and managing a comprehensive suite of investment portfolios, you can leverage IFP Asset Management one-time, a la carte or as a continuous part of your team. Our structure allows us to act as a Third Party Money Manager for any advisor looking to focus more on managing and growing the relationships they’ve worked hard to develop, while letting IFP Asset Management oversee the managing of the assets.

Asset Management Services

Streamlined Financial Planning

  • Data input and aggregation of documents and forms provided by advisors
  • Preparation, development and/or analysis of reports
  • Generation of projections and alternate scenarios to pursue financial goals
  • Customized summary and analysis of each client’s financial situation with strategies for client to implement

Asset Management

  • Account Management
  • Trading with multiple portfolios at a reasonable and fair cost
  • Custom models for high net worth clients
  • Account rebalancing
  • Proposals and custom IPS
  • Black Diamond performance reporting
  • Automatic investment and divestment of withdrawals and contributions
  • Proprietary market and economic commentary
  • Trade rationales for all position changes
  • Access to IFP Asset Management’s document library
  • Tax considerations (including potential tax-loss harvesting)
Wealth Management - Turnkey Solutions

Turnkey Approach For Your Clients’ Investments

In addition to our financial planning and asset management services, IFP Wealth Management offers individual account setup, including the completion of any new account documents and other duties that may need to be completed throughout the entire client experience.