A complete list of active advisors currently associated with Ifrah Financial Services, Inc.
Warmer can help you find a great advisor at Ifrah Financial Services, Inc. or one who fits your needs even better.
Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients as well as retirement plans, trusts, and businesses. The firm offers investment supervisory services, model portfolio management, financial planning, and consulting, and provides participant-directed 401(k) services for plan sponsors. The firm manages discretionary accounts using a mix of model allocations—including multi-strategy FolioAdvantage and iFocus models—and custodial platforms at both Goldman Sachs Custody Solutions and Charles Schwab. Investment selection blends passive ETF core holdings with actively managed folios, quantitative rankings, and technical screening, and accounts are reviewed periodically and monitored for alignment with client objectives. Compared with many peers, Ifrah publishes a regular market commentary for clients and posts it on its website, and one of its representatives also provides tax-preparation services in a separate, licensed CPA capacity; the firm discloses this affiliation and the potential conflict of interest. The adviser also integrates third-party managers and retirement-plan services into its offerings, which may be relevant for clients seeking coordinated investment and plan-level advice.
To learn more about the advisors currently working at Ifrah Financial Services, 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.
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