Welcome to
IFAM Capital.
The science of
smart investing. 

  • See what
    risk-adverse wealth
    looks like.
    Learn More

  • Learn how
    to maximize
    the impact of
    your life’s work.
    Learn More

  • Meet your
    spending goals,
    in any kind
    of market.
    Learn More

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    “Launching IFAM Capital is the next logical step in our evolution as wealth advisors who believe that the client always comes first.”

    – Clayton E. Hartman, Chief Investment Officer

    A dynamic new firm. Same trusted team.
    As of January 17, 2014, IFAM Capital is open for business. And while our name may be new, we’re the same team of dedicated wealth advisors who’ve been delivering clients-first consulting to individuals, families and institutions for decades. The depth and breadth of our new independent wealth advisory firm will enable us to offer more innovative solutions. We invite you to join us.

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    “While we offer more than 100 years of collective investment experience, it’s our personal experiences that truly set us apart.”

    – Clayton E. Hartman, Chief Investment Officer

    We’re a different breed of wealth advisor.
    We’ve owned and sold multiple businesses, sat on the boards of hospitals and universities, and started our own foundations and family offices. We believe that until the assets and liabilities that you manage for yourself have the same complexity as those of your clients, it’s hard to be as effective.

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    “At IFAM Capital, we manage to risk as much as reward. We believe our solutions are innovative and our management is proactive.”

    – Tom Dempster, Director

    It’s all about the science of smart investing.
    We make it our mission to identify your required yield and then fund it with the least possible risk. And that doesn’t mean setting you up with a simple 60-40 portfolio or one based on Modern Portfolio Theory. There are more innovative approaches and that’s the science of smart investing.

  • Wayne C. Jamerson

    “We provide hands-on, highly personalized client service that addresses all of your financial life, not just some of it.”

    – Wayne C. Jamerson, Partner

    One source for all your financial needs.
    Unlike many wealth management firms whose advisors wear many hats and serve different roles, our team is structured to offer a higher level of service by providing each client with a dedicated portfolio manager whose sole function is to focus on helping you achieve your goals.

  • Alan Beugg

    “We’re passionate about understanding each client’s unique needs and custom-tailoring solutions to meet them.”

    – Alan Beugg, Partner

    There are no off-the-shelf solutions.
    Our enhanced open architecture gives us access to a broad universe of investment vehicles, as well as proprietary research. So you can be sure that every viable investment option and opportunity are available to you, your business or your institution.

  • Jeff Gordon

    “We know what it means to spend your lifetime building a dream, and we’ll work tirelessly to protect the lifestyle you have so carefully built.”

    – Jeff Gordon, Director

    Count on us to be there for you.
    No matter what stage of life you are in or what financial challenges you face, you can rely on us to provide the steady guidance, support and expertise you need to make smart, informed decisions that let you sleep well at night.

  • Daniel Gamache

    “Many of our clients have been with us for generations – there is nothing more rewarding than building that level of trust.”

    – Daniel Gamache, Partner

    We’re dedicated to building long-term relationships.
    Our clients have remained with us through booms and busts, bull and bear markets, in good times and bad. We think that speaks volumes about the quality financial advice and high-touch service we provide.

  • Brian P. Sullivan

    “We have a simple motto: Do what’s right for the client first, second and last, and everything else will work out fine.”

    – Brian P. Sullivan, Partner

    Trust and integrity are paramount. We consider it a privilege to serve and advise you. Everything we do and every decision we make is in your best interest. At the end of the day, we define our success by yours. We wouldn’t have it any other way.

  • Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.