Copyright © 2011 Investment Placement Group. All rights reserved.
Founded in 1984 by David M. Guss, San Diego-based Investment Placement Group (IPG) began as a company specializing in private banking. In 1990, the company grew to include institutional banking, and in 2010, investment banking was added to the organization’s mix of financial services offerings. Today, IPG is an independent, full-service broker/dealer and a Finra registered member Firm (FINRA website). The company is also registered with the SEC as an investment advisor under the name IPG Investment Advisors LLC, offering:
- More than 25 years of financial services industry experience
- Emphasis on personalized attention for each client
- Total discretion on clients’ personal information
- Presence in the global financial community
- Expertise with domestic and international clients
- Committee investment decisions
- Definitive presence of the workgroup in the firm
- In-house independent research
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