About Investing for Catholics

How IFC Serves Clients

Your IFC Wealth Advisor oversees and coordinates your investment process. From initial discussion through ongoing management, individual and institutional investors have access to IFC’s investment education program, custom asset allocations designed to address a range of risk levels, ongoing portfolio management and reporting. Your wealth advisor quarterbacks the process and works with a dedicated investment management team (shown below) that includes:

• An analytical investment committee that establishes investment policy, strategy, process, selection, and monitoring of investments, as well as development of IFC’s managed portfolio implementations.
• A professional Client Servicing Team to open accounts, prepare documents, navigate the client on-boarding process, and assist with administrative requests including updating account information, reporting requests, withdrawals and deposits.
• An Operations Team focused on client communications, back office support, IT systems and data protection, accounting, compliance and legal.
• A qualified Portfolio Management Team to manage your investment portfolio, execute trades, oversee cash flows, and rebalance, while seeking to keep costs reasonable.
• Through its sister division, IFA Taxes, IFC provides individuals, businesses, trusts and non-profit entities across the United States a wide range of tax planning, tax preparation and accounting services.*
• Referring relationships with various independent experts and industry professionals to assist with matters such as estate planning, tax, financial planning, insurance needs, 529 plans, retirement readiness and planning, charitable giving, as well as ERISA compliance, custodial account setup for multiple beneficiary accounts and distribution, account auditing, record-keeping and valuation for pooled assets, and more.

*IFA Taxes does not provide auditing or attestation services and therefore is not a licensed CPA firm. IRS Circular 230 Disclosure: To ensure compliance with imposed by the IRS, we inform you that any U.S. Federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter herein.