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Trusted Partnerships

IFA has a fiduciary duty to its clients. This means we are legally obligated to put our clients' interests ahead of our own interests — even when it goes against our interests. We are paid exclusively by our clients for our ongoing advice and portfolio implementation, including rebalancing, tax loss harvesting, asset allocation and location. IFA also helps clients establish and evaluate relationships with estate planning attorneys, independent insurance advisors, and accountants.

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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