IFS GROUP

Overview

IFS Group is an independent registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and select pension consulting services. Investment activity is centered on publicly available pooled vehicles—chiefly mutual funds—augmented by tailored use of annuities where appropriate for insurance planning. IFS Group also integrates third-party alternative managers into client programs, allocating to venture capital, private placements and direct or fund-level real estate strategies when those solutions fit client objectives. The firm acts as an insurance broker in addition to providing advisory services, and charges clients via a combination of AUM-based fees, hourly charges and other fee arrangements. Investment decision-making appears to tilt toward packaged public funds and model-driven portfolios, with a material discretionary mandate covering the majority of client assets. Environmental, social and governance (ESG) investing is not identified as an active area for the firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices