IFA is committed to upholding fiduciary standards of care mandated by U.S. law. As a Registered Investment Adviser, IFA fully discloses all fees and conflicts of interest, while discretely selecting investments solely with only our clients' best interests in mind.

All investors should ensure they have an independent financial team to reduce conflicts of interest, including an independent Registered Investment Adviser, an independent Estate Planning Attorney, an independent CPA, and an independent Insurance Advisor.

See our SEC public disclosures here.

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity