IFG’s Wealth Management division will cater to investors with all size portfolios. Many wealth management firms focus on individuals with portfolios exceeding $20,000,000. However, IFG will take a different approach and offer its services to all its clients regardless of their portfolio size and net worth. Our advisors feel there is a need for “White Glove” service in this sector to smaller investors. We will cater to all investors, offer them the support and resources to help them reach their financial objectives.
IFG advisors will help you understand where your money is invested, how your investments are performing, and how much it’s costing you. Plus, you’ll have access to expertise and insights that can help you reach your specific goals.
It’s a collaborative approach to wealth management that’s all about transparency, accountability, and taking ownership of your financial life. IFG is proud to have partnered with Charles Schwab as the custodian of assets. Schwab having over 1.3 Trillion is managed assets and over 30 years serving the RIA marketplace was a natural fit for IFG.