A complete list of active advisors currently associated with IFC Personal Money Managers, Inc.
Warmer can help you find a great advisor at IFC Personal Money Managers, Inc. or one who fits your needs even better.
IFC Personal Money Managers serves individuals, high-net-worth individuals, trusts, estates and charitable organizations, offering non‑discretionary portfolio management alongside financial planning, consulting and tax‑preparation services. The firm provides advisory engagements on negotiated fixed‑fee or hourly arrangements and can deliver standalone planning or implementation referrals when requested. The firm generally manages assets on a non‑discretionary basis, recommending allocations among exchange‑listed securities, mutual funds, ETFs, corporate debt, U.S. government securities and certificates of deposit while using fundamental, technical, charting and cyclical analysis. It also employs derivatives and options strategies (including covered‑call writing) and discloses the potential use of margin/borrowing in client accounts as part of its hedging and income‑generation toolset, with client consent required for transactions. Distinctive features include an attorney affiliation — a licensed attorney shares office space with the firm and may be recommended to clients in a separate professional capacity, a relationship the firm discloses as a potential conflict of interest — and a small, effectively solo practice structure that manages a relatively large amount of non‑discretionary assets (roughly $451 million). The firm also combines uncommon billing flexibility (negotiated fixed annual management arrangements alongside fixed or hourly standalone planning and tax services) and does not serve as a private‑fund adviser.
To learn more about the advisors currently working at IFC Personal Money Managers, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 7
|
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