IFC

Overview

IFC is an independent registered investment adviser that positions itself as a mixed client-focused wealth manager and capital allocator. The firm registered with the SEC in 2025 and is owner-operated. Its client base spans individual and family clients as well as institutional relationships. IFC combines traditional advisory services with insurance brokerage activity and produces educational content and periodic publications for clients and prospects. Services offered include comprehensive financial planning, portfolio management for individuals and small businesses, selection of external advisers, pension-related consulting services, and delivery of educational seminars and newsletters. The firm charges for advice through a mix of percentage-of-AUM fees, hourly billing, and fixed fees. IFC does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices