Company partners possess more than 25 years of experience in the financial services industry. Our experienced financial professionals have an in-depth understanding of financial services, investments and all of the tools needed to build an effective financial foundation for each client. IPG has experience in working with major financial institutions in the U.S. and abroad.
Meticulously Efficient and Personalized
We believe our success is due, in part, to our dedication to listen carefully to our clients, and then going the extra mile to surpass their expectations through personalized service. At IPG, investment portfolios are individually tailored for each client. When you work with IPG, you’ll feel like you’re more than just investing; you’ll feel like you have a personal assistant on your team.
Thoroughly Independent and Objective
As an independent, fee-only advisor, IPG is positioned to provide objective, unbiased advice. We do not sell any one particular investment organization’s products. Because we conduct our own research on the investments we recommend, we can make all of our investment decisions based strictly on their own merits. Our one and only allegiance is to you, our client, and to your best interests.
Ongoing Management and Communication
IPG’s investment process doesn’t conclude with the implementation of your investment plan. On an ongoing basis, we offer continuous monitoring of investments, portfolio rebalancing and asset mix reallocation, portfolio reviews, periodic client meetings and other communications. Because we work in a team environment, IPG investment advisors and staff communicate regularly with each other, benefiting all clients and ensuring someone knowledgeable with your account is always available onsite.
Trust & Confidentiality
At IPG, we are committed to the belief that maintaining the confidentiality of client information lies at the cornerstone of our relationships. Our management and team members are guided by a philosophy that is based on personal client service, integrity and dependability. We value the trust you place in us. At the end of the day, we want you to sleep soundly knowing that your most personal information is safe with us.