Who We Serve

At IFA Sustainable, we provide the highest level of fiduciary services to individuals, corporate-sponsored or non-profit defined contribution and pension plans, as well as endowments and foundations. Our team of professional advisors and our exemplary client-servicing staff guide each of our valued clients through the process of investing for a more profitable and sustainable future.

For individuals, endowments and foundations, we provide all-encompassing fiduciary wealth management services including:

  • Portfolio Management Through Education & Ongoing Advice
  • Portfolio Analysis & Rebalancing
  • Tax Loss Harvesting for Taxable Accounts
  • Quarterly Performance Reports
  • Glide Path for Automatic Risk Reduction
  • Tax Management
  • Cash Withdrawal and Deposit Management
  • Alternative Investment Evaluations

For defined contribution retirement plans, we work with some of the most highly regarded names in the retirement services industry, including PayChex, ASPire and TIAA-CREF. For such plans, IFA Sustainable provides ERISA 3(38) discretionary services or 3(21) fiduciary investment advisory services to plan sponsors and an ongoing and robust education and communications platform to advise participants, guiding them toward risk-appropriate portfolios that are designed to match their risk capacity.