IPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and implement investment management strategies to achieve long-term financial goals. That’s why when investment professionals identify clients who need managed account solutions, they come to us.
We work directly with financial advisors who remain actively involved with their clients through each step of the managed account process. We believe that a team approach (financial advisor, IPC consultant, and independent money managers) offers the best
platform for a complete client solution.
May 1, 2009 -
This month IPC is highlighting its Tax Transition Management Program. At IPC we work with advisors, CPAs and their clients to mitigate the burden of taxes. IPC has engaged the services of M3 as a sub-advisor to help transition clients with large imbedded capital gains into a diversified portfolio. Please click on the attachment for a recent article written about the tax transition management process and M3...
(read more)
