IFS Group

Overview

IFS Group is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves individual and family clients and combines wealth management with insurance brokerage capabilities. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of percentage-of-AUM fees, hourly charges and other arrangements. The firm is not positioned as an in-house capital allocator; instead it relies on external managers for alternative exposures. IFS Group does not identify as an active ESG investor and operates under a single-state registration footprint.

Assets & Accounts

Investments & Alternatives