Outsourced Investment Management and Financial Planning
IFP Asset Management is a multi-CFA team of trading and research specialists. We allow advisors to outsource client asset management and execute their financial plan without lifting a finger.
With proprietary model portfolios, sub-advised strategies, and custom portfolios for high-net-worth clients, our team is equipped to handle even the most complex situations. In addition, if your client has more than $1 million in investments, we can take their calls and meet them in person if necessary.
Behavioral Investing Strategy
Clients naturally fear the dangers of taking risk. Identifying their ability to tolerate market volatility is the first step towards creating a financial plan that will satisfy or exceed their expectations.
Custom Case Design
We don’t believe in giving you and your clients boilerplate solutions. IFP Asset Management designs each case to match a client’s risk tolerance and expected growth while limiting the emotional element from the equation.
Advisors need time to grow their practices, obtain more clients, and hire staff. By taking the day-to-day portfolio management off their plates, advisors are free to achieve their business goals without clinging to the Bloomberg Terminal.
By utilizing multiple trading platforms, IFP Asset Management has access to a wide selection of investment options. We create customized performance reports for advisors’ clients and make a concerted effort to answer any questions that might arise. Trading should be transparent, not a secretive proprietary process.
Global Investment Performance Standards (GIPS®) Certified
Our investment team believes in complete transparency with you and your clients. Having obtained our GIPS® certification, we provide all performance figures regardless of the positive or negative results. We don’t need smoke and mirrors to create sound investment strategies that advisors can get behind.
Weekly and Quarterly Economic Updates
Weekly and quarterly economic updates are provided to wealth managers using IFP Asset Management. These email communications help you explain your clients’ investments and better understand the state of the economy. We’ve got your back.
IFP Asset Management Support
IFP Asset Management is a multi-CFA research team providing fiduciary-level investment services.
Chief Investment Officer
Director, Asset Management
Investment Product Specialist
Associate, Trading Operations
Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer
Latest Blog Posts
The Technology Hassle Factor
March 4, 2019 | Author: Aaron Gilman
Technology is one of those things in life that’s constantly changing, forcing us to relearn systems, adapt and overcome. Call it forced adaptation. Call it annoying and counterintuitive at times. However, technology can be the answer to a difficult problem or just the tool we need to make our lives a bit easier from day …
The Dilemma of Performance Evaluations
June 1, 2018 | Author: Pete Nunley
Everyone likes a way to track their performance. Whether it be through reviews at work, stepping on the scale at the gym, or performance of an investment account, humans like feedback. Feedback acts as a guidepost, allowing us to analyze whether we are on the right track to meet our goals. While it is necessary …
Building a Case for Being a US Dollar Bull
May 15, 2018 | Author: Hessum Zangenehpour
The US Dollar Index (‘DXY’) is an index that values the US Dollar relative to a basket of major currencies. When the index goes up, the US Dollar is strengthening versus this basket, and when the index goes down, the US Dollar is weakening relative to the basket of major currencies. The US Dollar Index …