IFAM Capital has an extensive background with institutions. Our team has been in institutional consulting for more than 30 years, and has served and sat on more than 25 boards. We pull from our deep pool of experience working with institutions on both a professional and personal level, making us uniquely qualified to handle every contingency.
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Our relationship with Focus Financial Partners, a leading investor in fiduciary wealth management firms, helps us leverage ourselves in the marketplace to deliver best-in-class service and pricing models for you while allowing us to be truly independent consultants.
Using a proactive approach, IFAM Capital attempts to reduce risk and deliver results. We repeatedly stress test and optimize your portfolio to identify weaknesses, reduce risk, and maximize return. These steps allow your board to know what to expect in both good and bad markets based on your needs.
Review current status through customized online portals for board members and staff, so you can complete your due diligence and uphold your financial responsibility.
Our communication doesn’t stop there, we also provide:
- Comprehensive, easy-to-read reports that deliver your preferred level of detail – from at-a-glance overviews to detailed performance reviews
- Attendance at all board of trustee meetings whenever needed at no additional cost
- Regular discussions with you over the phone and face-to-face
- Peer group meetings with other institutional organizations