Proven management expertise
Examine the track record of our portfolio managers and you will find our investment results rank favorably with some of the best available anywhere in the United States. Each investment portfolio is individually tailored to meet your needs and preferences and then managed to produce results appropriate to achieving your objectives. Multiple investment strategies are employed to capitalize on changing market conditions. Ask for more information about:
The Managed Funds Portfolio™
The FolioAdvantage Program™
The iFocus Portfolio Strategy™
IFS combines the use of today's technology to redefine the ways and means of gathering, interpreting, and profiting from investment information. As fee-based investment managers, we work with you to develop an investment approach that fits your goals with our capabilities. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives.
Independence and objectivity
We are independent professionals. Our role is to serve you and your needs. Today, the same or similar financial products are available from many financial services companies, at pretty much the same price. The extra measure of “value added” service we offer is to help you sort through the confusing maze of investment options to assemble a portfolio of integrated investments which work together to achieve a desired result. Plus, our independence allows us to recommend what we feel is the best available option for each investment need.
Professional training and experience
Another reason for choosing us is the broad professional training and depth of experience represented on our team. Combining years of experience as Financial Planners, investment professionals, and licensed insurance agents, our team includes backgrounds in such areas as finance, business, economics, marketing, real estate, and law. Each member of our team acquires many continuing professional education hours each year to keep abreast of today’s changing financial markets.
WHY USE A FINANCIAL PLANNER?
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Not one person but an entire team
By choosing us, you'll have an entire team working together to meet your financial goals. But you'll be able to handle every account in your household easily through one relationship expert, who will serve as your constant contact, coordinating everything on your behalf. Each member of the team uses their expertise to maximize the service and results we can offer you. It's a truly unique way of doing business, giving you the talents of:
- Certified Financial Planners (CFP®)
- Retirement, Estate and Tax planning experts
- Chartered Life Underwriters (CLU®)
- Chartered Financial Consultants (ChFC®)
- Charter Mutual Fund Counselors (CMFC®)
- CPAs *
- Attorneys *
* Ifrah Financial Services does not provide legal or accounting services.