IFP Research

IFP Research cuts through the investment data deluge with practicable expert research and insights for both advisors and clients.

The goal of IFP investment research is to provide advisors with both the data and insights to make better informed investment decisions on behalf of our clients.  This team approach allows our advisors to offer a differentiating, codified investment process developed to document strategy and performance and most importantly - serve the best interests of our clients.

IFp Investment Process

Investment Process

Our investment process starts with in-depth, macro economic analysis to identify potential opportunities and challenges on the horizon followed by in-depth analysis, portfolio modeling and stress tests of various scenarios.

Investment Advisory Group

The IFP Investment Advisory Group, comprised of leading economists, PhDs and Chartered Financial Analysts (CFAs), looks at the investment universe from diverse expert perspectives yielding valuable investing insights and forecasts which are then used to set our overall allocation theme.

IFP advisors are able to tap into the deep expertise of the Investment Advisory Group, as well as institutional resources, to provide clients with independent advice as they build portfolios designed to suit each client's unique circumstances and objectives.

Throughout the year, we monitor the economic landscape and evaluate any new developments for risk or outperformance opportunities.  Our insights are consistently reviewed and updated so that an IFP advisor always has the most current and relevant market information from which to draw upon when developing a plan and making recommendations with clients.

Research Reports

The IFP Investment Advisory Group meet twice annually to provide financial direction and commentary which is shared in our Research Reports.
 

The Next Step
Choosing an informed financial advisor may be the most valuable investment decision a client makes. IFP Research can make a difference. Click to Contact Us or Call 866-691-4100

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100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067