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Charles Schwab Instituional



Schwab Institutional is one of the nation's largest financial services firms. They provide related financial services for over 7 million active accounts, with more than $1 trillion in assets. The firm has been in this line of business for over 30 years. www.schwaballiance.com
Fidelity Investments is an international provider of financial services and investment resources. Although it was at one point known only as a mutual fund company, Fidelity has evolved tremendously over the years to provide a much wider range of services. Likewise, Fidelity is responsible for many innovations that are standards in the industry today. http://advisor.fidelity.com
Goldman Sachs is a leading global investment banking, securities and investment management firm, which provides a wide range of services worldwide to a substantial and diversified client base. Founded in 1869, it is one of the oldest and largest investment banking firms. The firm headquartes are located in New York and they maintain offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.
www.gs.com


Datalynx was founded more than 35 years ago, and is one of the largest independent trustees of self-directed retirement plans in the country. They pride themselves on their excellence of service and their commitment to quality. They differentiate themselves from other companies through their positive and successful attitude.
www.datalynx.com

Russell Group is a global investment services firm, founded in the 1930s. They are the creators of the Russell Indexes. They advise clients on more than $2.3 trillion in assets, and deliver investment programs to more than 2,000 clients in 39 countries.
www.russell.com


Hewitt Associates is a global human resources outsourcing and consulting firm. They have been in business for over sixty years, with high ethical standards and commitment to their work. IFC Advisory works with Hewitt through their AdvisorConnection Program.
www.was4.hewitt.com/hewitt/


TD Waterhouse Institutional Services





TD Waterhouse Institutional Services
provides comprehensive brokerage and other financial services to over 2,400 independent financial advisors and their clients. TD Waterhouse Institutional has serviced advisors for over 10 years, providing advisors and clients with world-class service, cutting-edge technology and a comprehensive offering of products and services. https://www2.advisorservices.com/advisorweb/login.asp


  Southern California Office Central California Office  
  6101 W. Centinela Avenue
Suite 335
Culver City, CA 90230
Tel: (800) 632-2463
e-mail: info@ifcadvisory.com
2125 S. Broadway
Suite 110
Santa Maria, CA 93454
Tel: (805) 346-2989