Our multi-CFA team of trading and research specialists allows advisors to outsource asset management and dedicate more time to enhancing current client relationships and finding new ones.
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.
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.
Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer
IFP Asset Management Support
IFP Asset Management is a multi-CFA research team providing fiduciary-level investment services.
Chief Investment Officer
Director, Asset Management
Senior Associate, Products
Associate, Trading Operations