Alan Dixon Beugg

Portfolio Manager-Equities at Institutional & Family Asset Management LLC

Finance

Consumer Services

Profile

Mr. Alan D.
Beugg is a Partner at Institutional & Family Asset Management LLC.
He started in the industry in 1997, and enjoys helping high-net-worth individuals and families solve complex income, estate, and financial planning challenges.
He received his undergraduate degree from Denison University.
He holds his Certified Financial Fiduciary.

Alan Dixon Beugg active positions

Companies	Position	Start
Institutional & Family Asset Management LLC Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Portfolio Manager-Equities	31/12/2013

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Training of Alan Dixon Beugg

Denison University

Undergraduate Degree

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Linked companies

Private companies	1
Institutional & Family Asset Management LLC Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.	Finance