INVESTMENT MANAGEMENT PROGRAMS
..............................................................................................................
IFS handles the money management of your accounts in house. We have an outstanding track record of performance going back fifteen years.
At Ifrah Financial Services, we take a risk managed approach to handling your investment portfolio. We develop customized strategies specifically designed to meet your needs and financial goals. Our investment results rank favorably with some of the best you will find in the United States.
Heading up our investment team is Patrick Ifrah. Patrick uses today's advanced technology to create unique money management approaches that are based on tried and proven strategies, adapted to take best advantage of available technology. To learn more about our innovative approach to money management, please read the following:
Managed Funds Portfolio™
Uses mutual funds
Focuses on seeking appreciation through mutual fund selection and quarterly rebalancings using any of thirteen investment categories based on a custom allocation tailored to client needs.
FolioAdvantage Asset Management™
Uses individual equities and exchange traded funds.
Multi-style folios using specialized money management to assemble a portfolio of securities diversified using core/passive components and active components to create a well-rounded tax efficient and diversified approach.
iFocus Portfolio™
Uses individual equities and exchange traded funds.
Multi-style folios using core folios and an actively managed folio based on screening concepts of known successful Market Professionals: The Market Pros Folio™. Our own screening adaptations of these concepts and our own valuation modeling are applied to selecting individual securities. The methodology is discplined and quantitative in nature. This strategy provides a relatively low cost and tax efficient methodology that is accessible to accounts of any size. This program is available only on a web based and paperless platform. Within minutes, you can sign up for this program and get started.
