The mission of IFS is to provide institutional investors high quality, custom-tailored, objective investment advisory and fiduciary services, based on depth and breadth of analysis and innovative thinking.

Latest News

IFS 2010 CLIENT CONFERENCE ANNOUNCED
Posted January 4th, 2010 by IFS
in 2009 4th Quarter, Conferences

IFS will host our semi-annual client conference April 11-13 at the Westin Diplomat Resort & Spa (Hollywood, FL).  Save-the-Date postcards are being mailed to all clients with further conference details to follow.  For further information contact Alan Stiles – astiles@independentfiduciary.com

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IFS Engaged to Manage Ford Motor Company Securities
Posted January 12th, 2010 by IFS
in New Clients, 2009 4th Quarter

Independent Fiduciary Services, Inc (IFS) has been engaged by the UAW Retiree Medical Benefits Trust to manage Ford Motor Company securities which Ford recently contributed (and in the future may contribute) to the Trust.  Under a settlement agreement among Ford, the United Auto Workers union and a class of current or former UAW-represented employees these Ford securities, along with other assets of the Trust, are expected to fund health ins

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New Investment Consulting Clients - Q4 2009
Posted January 4th, 2010 by IFS
in New Clients, 2009 4th Quarter

IFS is pleased to welcome the following new clients:

National Association of Letter Carriers – Washington, DC

Bricklayers Local 5 Benefit Funds – Cleveland, OH

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Edward D. Patchett (Managing Director) Speaks at IFEBP Annual Conference
Posted January 4th, 2010 by IFS
in 2009 4th Quarter, Conferences

Edward Patchett, CFA, Senior Vice President and Managing Director of IFS, presented two educational sessions at the recent International Foundation of Employee Benefit Plans (IFEBP) Annual Conference in Orlando, FL.  Mr. Patchett’s  first session entitled “Understanding Investment Manager Fees” included an analysis of investment manager fee universes  by investment style and asset class.  Mr.

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