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.
In addition to our financial planning and asset management services, IFP Asset 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.