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.
After the Crash of 1929, most investors lost faith in the financial system. Investment trusts, which lacked formal regulation and transparency, were now reviled by a scorned society of investors. It is not difficult to find parallels between the investment trusts of the 1920’s and the hedge fund industry today. Many clients and financial advisers are now questioning hedge funds and looking to the past to speculate about the future of their regulation and direction in general. Please click on the attachment for IPC’s comments…
