The relationship with the client is always focused on financial education, essential to rebalance information asymmetries and enable the transition from a 'passive investor,' who is subject to others’ fiduciary decisions, to a 'rational investor' capable of making informed, competitive decisions that protect their own interests.

The advisory service involves a wealth map, profiling via an IPS questionnaire (investment policy statement), a document and contract check-up, as well as, if necessary, an economic and financial audit to assess the 'financial health' status.

The audit identifies and measures the critical issues found (unnecessary risks, above-market costs, poor decorrelation and diversification, unbalanced contracts, opportunistic profiling, and instances of mis-selling and mis-pricing).

IFA Consulting is a market leader with over 20 years of experience in banking and financial litigation, both as Advisory to the Judicial Authority (civil and criminal), as an Arbitrator on Arbitration Panels, and as a Technical Consultant for parties.

IFA has served as a Consultant to the Bicameral Commission of Inquiry on the Financial System and has been repeatedly heard by the Finance Committees of the Chamber of Deputies and the Senate regarding financial instruments and consulting models.

IFA is recognized for its high rate of out-of-court and judicial settlements, effectively avoiding recourse to the courts or the conclusion of litigation. (see curriculum)