A complete list of active advisors currently associated with IFC Advisors LLC

Warmer can help you find a great advisor at IFC Advisors LLC or one who fits your needs even better.

IFC Advisors provides investment management and financial advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and participant‑directed retirement plans. Its services include discretionary and limited non‑discretionary portfolio management, comprehensive financial planning and consulting, selection and oversight of independent managers, ERISA 3(21) retirement plan advice, and advice on insurance products such as variable life insurance and annuity contracts. The firm builds tax‑ and cost‑focused asset allocations that combine active and passive strategies across equities, fixed income, ETFs, mutual funds and separately managed accounts, tailoring portfolios to clients’ cash flows, risk capacity and long‑term goals. IFC integrates third‑party independent managers and, for qualified clients, sources and monitors alternative investments and pooled vehicles as part of a broader wealth management program. IFC is distinctive in serving as a private fund adviser and fund sponsor and in operating special purpose vehicles (SPVs), including acting as general partner through an affiliated entity; SPV assets are included in its reported AUM and are managed without a separate SPV management or performance fee. The firm discloses specific measures to address related conflicts—an expense allocation policy, proxy voting procedures—and discloses referral and custodial relationships (including participation in a referral program and use of intermediary asset‑match arrangements) that may affect client introductions and operational support.

To learn more about the advisors currently working at IFC Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.