Ifc Advisors LLC
IFC Advisors LLC is a Los Angeles, CA-based investment adviser focused on comprehensive wealth management for individuals, families, and family offices. Founded in 2013, the firm leverages a proprietary approach called Purpose Architecture™ to guide financial planning, investments, banking, estate planning, and family office services, helping clients achieve meaningful goals and generational impact. The firm is recognized among Forbes 2024 America's Top Wealth Managers and operates with a team dedicated to client-centered service and community impact.
Investment Strategy
IFC Advisors LLC provides customized managed portfolios, separately managed accounts, and goals/values-based investment solutions. Their strategy includes construction of Investment Policy Statements (IPS), liquidity management, unique access to private investments including private real estate and private equity, and strategic banking solutions. The firm's proprietary Purpose Architecture™ framework emphasizes aligning wealth strategies with clients' individual values and long-term goals, offering estate, retirement, legacy, philanthropic, and tax-efficient planning, combined with robust technology tools for transparency, reporting, and portfolio management.
Top Holdings
Equity Positions (169)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 14.89% | $79.6M | 217,435 | $337.46 | $366.17 | +$14.6M |
P PREF | PRINCIPAL EXCHANGE TRADED FD | 10.00% | $53.5M | 2,819,142 | $18.63 | $18.97 | +$1.5M |
V VO | VANGUARD INDEX FDS | 7.36% | $39.4M | 140,650 | $264.60 | $279.83 | +$4.1M |
G GENI | GENIUS SPORTS LIMITED | 5.59% | $29.9M | 2,871,110 | $8.81 | $10.40 | +$2.5M |
A ACWI | ISHARES TR | 2.51% | $13.4M | 104,332 | $117.50 | $128.60 | +$1.3M |