IFS - Experience and Independence

Independent Fiduciary Services, Inc. ("IFS") is an investment advisory firm with combined expertise and experience regarding:

Structuring and monitoring institutional investment programs, including:

  • Analyzing and proposing a suitable asset allocation
  • Controlling investment risk and expense
  • Selecting investment managers
  • Measuring and evaluating investment returns
  • Analyzing nontraditional investments (such as private equity, hedge funds, real estate)
  • Instituting investment "best practices" and prudent procedures

Fiduciary responsibility in investment decision making

Unlike other investment consulting firms, IFS is completely independent and objective. We are not affiliated with any broker/dealer, do not accept soft dollars and do not receive "pay-to-play" money.

Our firm's experience is deep, broad and practical. IFS acts not only as an adviser but also as an independent fiduciary decision maker when the fund's regular fiduciaries suffer a conflict of interest. With exposure to many of America's largest pension fund investors, we know - and deliver to our clients - investment "best practices" from across the country.

Our three primary lines of service are: