INDEPENDENT FINANCIAL SOLUTIONS GROUP

Overview

Independent Financial Solutions Group is a small, client-focused advisory practice operating as a sole proprietorship that concentrates on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and does not identify as an ESG investor. Its model appears to be largely advisory and execution-oriented rather than an institutional allocator: the firm reports that its assets are non-discretionary, which indicates clients retain day-to-day control over trading decisions while the adviser provides recommendations and portfolio construction guidance. Investment preference is clearly equity-centric: exchange-traded equities are the dominant asset class in client portfolios. Given the firm’s size and client base, the investment approach is likely centered on liquid, low-cost equity instruments (individual stocks and ETFs) with tactical adjustments made in collaboration with each client rather than through broad, proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices