For Investment Managers

Information About IFS For Investment Managers

IFS seeks to establish and maintain open and productive professional relationships with investment management organizations. We follow a thoughtful and rigorous due diligence process in performing searches on behalf of clients and do not maintain a "select list" of investment managers that we automatically recommend to clients when a need arises. Rather, we customize each search to the unique needs, preferences and risk tolerance of each client.

IFS obtains quantitative investment manager information and historical investment performance from several sources, including Wilshire Compass and Morningstar. Our qualitative evaluation of investment managers is driven by a customized Request-for-Proposal ("RFP") we distribute for new client mandates.

If you are interested in introducing your investment organization to IFS, please send an email via the contact page located here.

Please indicate the category of "Retainer Consulting" under the subject line of your message.