IPC at a Glance

• IPC is 100% privately owned by management and employees

• IPC offers 35 dedicated employees focusing solely on correspondent managed, separate account business since 1987

• Headquartered in Boca Raton, Florida

• Assets under management total $1.5 billion as of 12/31/08

• Over 600 client relationships

• Comparative employee to relationship ratio of one employee for every 17 relationships.

• Correspondent relationships with Pershing, New York Life, Lincoln Financial, MetLife as well as other independent broker/ dealers and RIAs

• Firm professionals average 20 years of experience

• Professional designations include 3 CFAs, 2 CFPs and 5 CIMAs