Let IFC Lift Your Fiduciary Burden

The pdf fiduciary memorandum concisely states Investing for Catholics’ fiduciary commitment for both defined benefit and defined contribution plans for all Catholic institutions.

Simply put, IFC will accept, in writing, 100% of the fiduciary responsibility for the selection, monitoring and replacement, if necessary, of the funds it selects for the plan. Plan trustees can, as a matter of contract, be indemnified from this fiduciary liability. If participants bring complaints regarding these issues, IFC is responsible—not plan trustees and not the Order or the Diocese.

IFC encourages you to inquire with your current advisor about their level of fiduciary standard regarding the plan. Someone carries this liability, and if it's not a third-party or advisor, it's the trustees.

IFC accepts no revenue sharing or fees from anyone other than our clients—clearing the path for us to operate as a true fiduciary, free of fee conflicts.

IFC provides 19 risk-based Model Portfolios, 9 screened for Catholic values, and 10 non-screened. All are based on very large data sets, are very low cost.

Click to view the Quick Guide for Portfolio Selection that IFC provides plan participants. This is an indicator as to the ease of the process for the participants. An enormous amount of study, analysis and historical risk and return data is behind those little colored buttons.

Principal institutional investors of the funds on which IFC advises include Maryville Academy, Sisters of Charity and Ascension Health.

Call 949-428-0432 to learn more, or email Mary@ifa.com