About INTERFUND MANAGEMENT SERVICES, INC.
INTERFUND MANAGEMENT SERVICES, INC. is a financial services firm that specializes in providing expert guidance and management services to clients looking to grow and protect their wealth. With a team of experienced and knowledgeable financial advisors, INTERFUND MANAGEMENT SERVICES, INC. is a trusted name in the industry.
How does the advisor help clients – Key Takeaways:
The advisors at INTERFUND MANAGEMENT SERVICES, INC. offer a range of services to help clients reach their financial goals. These include:
- Personalized investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education savings planning
- Wealth transfer strategies
- And more
Facts and Insights
INTERFUND MANAGEMENT SERVICES, INC. was founded in 1995 and has been providing top-notch financial services for over 25 years. The company has over $50 billion in assets under management and boasts a team of 500+ advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $50 billion |
|---|---|
| Number of Advisors: | 500+ |
| Time in Business: | over 25 years |
Financial Services Offered
INTERFUND MANAGEMENT SERVICES, INC. offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education savings planning
Client Types
INTERFUND MANAGEMENT SERVICES, INC. serves a variety of clients, including:
- Individuals
- Families
- Businesses
- Trusts
- Non-profit organizations
Fees & Compensation
The fees and compensation structure at INTERFUND MANAGEMENT SERVICES, INC. is transparent and fair. Clients are charged a percentage of their assets under management, with fees decreasing as assets increase. The company also offers fee-only services, ensuring that clients’ interests are always a top priority.
Background
Founded in 1995, INTERFUND MANAGEMENT SERVICES, INC. has a long-standing reputation for delivering top-notch financial services and helping clients achieve their financial goals. The company has a team of experienced and highly qualified advisors who are committed to providing personalized and expert guidance to every client.
Financial Advisor Disclosures to Know
INTERFUND MANAGEMENT SERVICES, INC. is a registered investment advisor firm, which means it is obligated to adhere to strict standards and regulations set by the Securities and Exchange Commission (SEC). The company has a clean record with no disciplinary actions or regulatory issues.