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Sample client profiles

  • Retired couple, early 70s, with a $2.2 million nest egg. They can’t replace this through work should they lose it.
    iFolios Conservative Growth strategy with automatic monthly distributions for income
  • Entrepreneur, 42, with sizable income, building her savings, now at $1.3 million. She wants to add to it regularly and seeks significant growth.
    iFolios Aggressive Growth strategy
  • Non-profit organization, using a consultant to advise on their $10 million endowment. As fiduciaries they seek growth but need protection from loss.
    iFolios Global Equity strategy for 40% of the portfolio and other managers for remaining portions of the portfolio