Investment Management
Fiduciary, research-driven portfolio management for Northern Virginia professionals and business owners.
Why Investment Management Matters for Professionals & Business Owners
The challenge of doing it alone
Balancing investments with a demanding career or business leaves little time for monitoring markets, evaluating risk, or staying current on tax changes. Many investors fall into reactive decision-making during volatility, or allow portfolios to drift away from long-term goals without realizing it. Doing it alone often means inconsistent strategy, emotional choices, and missed opportunities for disciplined growth. With a structured, ongoing plan, your investments gain alignment, clarity, and purpose—rather than relying on guesswork.
Our Approach to Managing Investments
Comprehensive financial-plan starting point
Every investment strategy begins with understanding your goals, timeline, income needs, and risk tolerance so your portfolio is built around your life—not the other way around. We connect your investments to retirement planning, tax strategy, and cash-flow priorities, creating a clear roadmap that supports each stage of your financial journey. This planning-first approach ensures that every investment decision aligns with a unified strategy rather than isolated choices.
Unique Needs We Address in the DC-Metro / Northern Virginia Market
Business owners, executives, and relocating professionals
Our region’s investors face unique complexities—from business owners managing rollover assets to executives navigating RSUs, stock awards, and tax dynamics. We also help professionals who relocate to Northern Virginia consolidate accounts, align multi-state tax considerations, and restructure their portfolios for clarity and consistency.
To support these needs, we assist with:
- Business owner rollover and liquidity planning
- Equity compensation diversification and tax timing
- Cross-state investment alignment for relocating professionals
This localized expertise ensures your portfolio fits both your financial picture and the region you work in.
Why Choose Us (Trust, Team, Local Footprint)
18+ years of experience, an inclusive philosophy, and deep Northern Virginia roots
Our team has spent nearly two decades serving clients across Fairfax and the DC-metro region with a collaborative, education-driven approach. We believe wealth management should be accessible to professionals at every stage—not just the ultra-wealthy—which is why our “wealth creator” philosophy focuses on helping you build, not just preserve, what you have. With a strong local presence and understanding of regional financial dynamics, we provide personalized guidance grounded in community, trust, and long-term partnership.
Frequently Asked Questions
Answers to common questions about investment management
What does an investment management firm actually do for my portfolio?
We evaluate your goals, build a tailored investment strategy, select appropriate funds, and monitor your accounts continuously. Our team manages rebalancing, tax-efficiency decisions, and risk oversight so you don’t have to. You receive proactive communication and guidance during market shifts. The result is a disciplined, long-term plan that removes guesswork from your investments.
How do I choose a fiduciary advisor in Northern Virginia?
Look for an advisor who puts your interests first, provides transparent fees, and offers personalized planning rather than selling products. A true fiduciary explains recommendations in plain language and integrates investment strategy into a broader financial plan. Meeting the team and understanding their philosophy helps ensure long-term alignment. With IFG, clients know they’re receiving unbiased, research-driven guidance.
Can you manage my investments while I focus on my business?
Yes—many of our clients are business owners who prefer to delegate investment decisions so they can focus on company growth. We handle portfolio structure, risk management, and ongoing monitoring, ensuring your personal finances keep progressing even when work becomes demanding. Our team acts as a financial partner who keeps your long-term goals on track.
How do you build a portfolio that fits my goals?
We start with a detailed review of your financial situation, then design a diversified allocation that aligns with your timeline and risk tolerance. Portfolios are constructed using disciplined research and monitored regularly. As markets shift or life changes, we rebalance and adjust to keep you on course. This ongoing, structured process drives consistency and reduces emotional decision-making.
What makes IFG different from larger national firms?
IFG offers fiduciary guidance with a personal, relationship-driven approach that large firms often can’t match. Clients benefit from a collaborative team with deep local knowledge of Northern Virginia’s professionals, business owners, and executives. Our nearly two decades of experience and “wealth creator” philosophy ensure every client—at any stage—gets thoughtful, high-touch support tailored to their goals.