President
Office: 561-392-7400
Email: harvey.stein@myifpadvisor.com
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Principal
Office: 561-392-7400
Email: frank.toth@myifpadvisor.com
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Capital Conclusions Corporation is a member of the Independent Financial Partners (IFP) network of financial professionals. This alliance with IFP gives our firm access to the tools and resources necessary to provide the level of service that plan sponsors, plan participants, and private investors deserve.
Independent Financial Partners (IFP) is a full-service financial professional support firm. Financial professionals are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.
Chief Investment Officer, IFP
Aaron serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directing all activities in IFP’s Asset Management Group. Serves as head of the IFP Investment Advisory Committee. Aaron is also a partner at MarketPsych Insights, a company dedicated to providing a suite of client profiling tools for the modern financial professional. MarketPsych Insights is a separate entity from IFP.
Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Capital Conclusions Corporation.
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Director, Asset Management, IFP
Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Capital Conclusions Corporation.
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Divisional President, IFP Plan Advisors
As Chief Business Development Officer at Independent Financial Partners, Jeff Acheson leads IFP Business Solutions with the dual mandate of building out and refining processes, procedures, and workflows as well as creating, communicating and delivering a unique value proposition to financial professionals focused on the retirement plan and advanced markets. His focus is on the delivery of a breadth of service, supported by a depth of tools and resources, all integrated and delivered through cutting-edge technology.
Mr. Acheson is an employee of Independent Financial Partners and not alliliated with Capital Conclusions Corporation.
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