Integrated Fiduciary Advisory Services

To create a positive and lasting impact on our clients by working solely in their best interest.

General Information
Company Name
Integrated Fiduciary Advisory Services
Founded Year
2015
Location (Offices)
Bloomfield Hills, United States +1
Founders / Decision Makers
Number of Employees
14
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Integrated Fiduciary Advisory Services - Company Profile

Integrated Fiduciary Advisory Services (IFAS) is a United States-based startup founded in 2015. With the slogan "To create a positive and lasting impact on our clients by working solely in their best interest," IFAS positions itself as a Financial Bodyguard with Institutional Experience and Entrepreneurial Excellence. The company operates in the Finance and Financial Services sectors, serving a wide spectrum of clients including Institutions, Entrepreneurs, Family Offices, and Families. IFAS focuses on solving complex problems for the creation and preservation of wealth. While specific investment details are not available, the firm's dedication to serving clients' best interests and its emphasis on wealth preservation make it an intriguing prospect for venture capital firms seeking opportunities in the financial sector. The startup's commitment to providing fiduciary services and its positioning as a guardian of clients' financial interests may appeal to investors looking for innovative and ethical players in the financial services industry. IFAS's unique positioning may offer potential for significant growth and value creation, making it a compelling prospect for venture capitalists seeking opportunities in the financial services domain.

Taxonomy: Financial services, Wealth management, Investment consulting, Institutional investing, Entrepreneurial consulting, Family office solutions, Asset allocation, Fiduciary services, Registered investment advisor, Retirement planning, Multigenerational wealth, Defined benefit consulting, 401k consulting

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