Updated IFA Client Study

Wednesday, September 18, 2019 778 views

Here at IFA, we take our fiduciary duty very seriously. So, we decided to look at our own clients' portfolios and how much they benefited from our advice. This is a research exercise we've done in the past. We looked at 533 clients who had been with us for 11 years from January 1, 2008 to December 31, 2018.

IFA Client Study Sources and Disclosures:

Internal analysis of 533 portfolios of IFA clients that were clients as of 1/1/2008 and stayed through 12/31/2018. Benchmark is the IFA Index representing client initial recommended portfolio. All client portfolios were evaluated for that 11-year period, which we consider to be a difficult period because it includes a steep drop followed by a full recovery. This is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product or service. There are no guarantee investment strategies will be successful. Investing involves risks, including possible loss of principal. IFA Index Portfolios are recommended based on an investor's risk capacity, which considers their time horizon, attitude towards risk, net worth, income, and investment knowledge. Take the IFA Risk Capacity Survey to determine which index portfolio matches your risk capacity.

General Disclosures:

All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. There is no guarantee any investment strategies will be successful. Investing involves risks, including possible loss of principal. Past performance does not guarantee future returns. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.

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