Most advisors rely on Modern Portfolio Theory, focusing on the capital appreciation of portfolios; but there is no guarantee that clients’ assets will appreciate to the needed levels year in and year out.by Alan Beugg
IFAM Capital is an independent, state-of-the-art financial advisory firm. IFAM’s partners have more than 100 years of collective experience, with their practice focusing on family offices, institutions, individuals and retirement plans. IFAM is unique in that it has a multi-generational ownership structure, allowing its clients to have consistent advice within the different generations of their own families. IFAM is a partner of Focus Financial, the world’s largest leading partnership of independent wealth advisors, which has approximately $80 billion in total client assets and 31 partner firms. This partnership provides access to what the firm believes are the best research and tools available. Additionally, IFAM’s founding principals have both developed and managed their own family offices and draw on this experience to serve their clients.