A complete list of active advisors currently associated with IFS Group

Warmer can help you find a great advisor at IFS Group or one who fits your needs even better.

IFS Group advises individuals (including high-net-worth clients), corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and pension consulting. The firm works with a broad set of investments — mutual funds, ETFs, fixed income, annuities, REITs, private placements, options and margin — and documents client objectives and risk tolerance in an Investment Policy Statement for each account. IFS Group implements client-tailored portfolios overseen by an internal investment committee and a Portfolio Analyst, and makes use of model allocations and multiple LPL-sponsored platforms (including SWM/SWM II, Manager Access Select, OMP, MWP, SMS and the algorithm-based GWP). Investment decisions draw on fundamental, quantitative, technical and modern portfolio theory analyses, with ongoing monitoring and at least quarterly account reviews; advisors may exercise discretion and deviate from models to meet individual client needs. Noteworthy features include that several advisors are dually registered as LPL broker-dealer representatives and licensed insurance agents and may receive commissions for insurance and brokerage sales, and the firm requires clients to custody assets at LPL Financial while receiving technology, research and other support from LPL. The firm’s use of LPL’s SWM II wrap-fee program, the GWP managed service, and the disclosed transaction-charge and mutual fund share-class dynamics are distinctive operational aspects that clients should be aware of.

To learn more about the advisors currently working at IFS Group, 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.