Personnel

At IFS, we have assembled a focused group of smart, highly experienced, hardworking investment and fiduciary professionals. We have the skills to approach each client situation from multiple perspectives - investment, fiduciary and operational.

Some of our senior staff have served at high levels of the U.S. Department of Labor - developing and enforcing the Department's standards for fiduciary responsibility in investing.

Others - with decades of combined experience - have served as top executives of multi-billion dollar corporate, public and jointly-trusteed pension plans. Still others are experienced in investment management, investment banking, financial analysis, risk management, and 401(k) plans . In addition, IFS professionals have experience serving as board members of foundations, as well as charitable and non-profit organizations.

But the difference in the people of IFS goes beyond unmatched expertise - to intelligence, professionalism, hard work and a deep appreciation for what it means to be a fiduciary. This all creates an interdisciplinary approach that provides thoughtful, customized solutions for institutional investors.

• Executive Leadership
• Managing Directors
• Professional Staff
• Consultants
• Analysts
• Administrative Staff