Will my individual social preferences (e.g. no alcohol, tobacco or defense stocks) be respected?
IFM is happy to respect a clients’ individual social preferences in the construction and management of their portfolios. 14. Will IFM keep all of my existing investments, or will they be sold? We will work with your existing positions to create a portfolio that is appropriate for your circumstances. We examine and analyze your existing positions for a multitude of characteristics, including valuation relative to price, potential for growth, relative concentration in the portfolio, tax impact, and suitability for the individual portfolio. After this review, we will make changes as necessary. Because it is your portfolio, we will honor any request to retain particular securities. We also will give you our opinion on whether or not we believe these securities are a good fit for your portfolio. 15. Will IFM advise me on my company 401(k) and assets not directly under your management? IFM takes a holistic and broad approach to working with our clients. We focus on the big picture. In order
