Our qualifications & practice
IFS understands the critical importance of close client relationships based on individually tailored services, personal engagement and deep fiduciary trust, always placing client best interest above all.
We focus on providing our clients with respected intellectual capital, extensive resources, professionalism, and a deeply ingrained service ethic.
Our service to plan sponsors has been developed based on extensive experience in corporate strategy consulting, investment management and investment banking work. We bring these disciplines together to serve the best interests of our clients in a way that is unique in the retirement plan industry. We understand corporate strategy and the impact human resource management can have on the optimization of shareholders interests.
We have extensive training in fiduciary matters and have always advocated the interests of the participants to the fullest extent. We are unique among retirement plan advisors in our emphasis on fiduciary awareness and training.
The Principals of IFS have received certification as Accredited Investment Fiduciary Analyst (AIFA®) by the Center for Fiduciary Studies. This designation represents a thorough knowledge of and ability to apply the Global Fiduciary Standard of Excellence. The Standard of Excellence is based on the fiduciary practices developed by the Foundation for Fiduciary Studies. AIFA® designees have received comprehensive instruction on the Practices and the legal and best practice framework they are built upon.
Expertise in this area is critical in today's fiduciary landscape. All investment industry scandals have one common thread: A fiduciary parlayed their position of trust for personal profits. â€œBreach of fiduciary responsibilityâ€� is the leading cause for arbitration against brokers, and the leading cause for civil and regulatory suits against RIAs. Investment fiduciaries are constantly exposed to legal and practical scrutiny - it comes from multiple directions and for various reasons. The AIFA® training and designation help mitigate this liability by instructing in practices that cover pertinent legislation and best practices. For this reason the AIFA was named one of the ten most wanted in the investment industry by Financial Planning magazine.
Please visit www.fi360.com for more information.
How do we help Clients to meet their Fiduciary Obligations?
| Unfortunately most of the advisors in this country who are serving the 401k/403b space do not have:
This is where IFS sets itself apart from the typical commissioned broker-of-record or standard investment advisory firm: