IFAM Capital Information

Our core team has spent decades together honing their investment skills and sharpening their critical thinking, serving individual and institutional clients at firms that include Smith Barney, Citigroup and UBS. As serial entrepreneurs, launching IFAM Capital – an independent financial advisory firm – was a natural next step for us. Together we have more than 100 years of collective investment experience. But we’re more than savvy wealth advisors – we’re also successful business owners, leaders and entrepreneurs who have walked in your shoes and understand your challenges. Which is why we created IFAM Capital. At IFAM Capital, we share a single-minded dedication to doing what’s best for our clients. To us that means focusing all of our experience and the vast resources of our firm around you. We are passionate about understanding your unique financial needs and protecting the lifestyle you have so carefully built. Many advisors spend more time running their businesses rather than servicing their clients. That’s not how we operate. Our commitment to providing highly personalized attention is one of the greatest advantages of working with us. To that end, we have dedicated portfolio managers for each client, separate operations directors and reporting personnel, as well as a separate Investment Committee. We’re dedicated to building long-term relationships and 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. See what clients-first consulting looks like. Give us a call or email us to get the conversation started. We’ll set up an appointment at your convenience to discuss what we can do to help you achieve all that you envision for yourself, your family, your business or institution. Phone - 866-910-9611 Email - info@ifamcapital.com