Differentiation

IPC Relationship Model.pdf 

• Senior Consultant/Consultant at Point of Sale:  A senior consultant and/or consultant works directly with advisors and their client to develop customized investment solutions based on specific client needs.

• Direct Contact with Senior Portfolio Manager:  IPC encourages both an initial interview process with recommended money managers and ongoing interaction with selected senior portfolio managers.

• Customized Diversification (MSP Account):  When recommending diversification around a client’s selected large cap manager(s), IPC focuses on how the specific complementary strategies would correlate to the large cap allocation and the potential resulting volatility results to provide diversification with purpose.

• Personalized Client Services – Dedicated Team:  IPC provides a team of individuals dedicated solely to client service and brokerage activities.

• Personalized Ongoing Consulting – Dedicated Team:  On a proactive and ongoing basis, IPC’s ongoing consultants independently assess manager performance from both a quantitative and qualitative perspective. They also contact advisors to schedule reviews with current client accounts to ensure that goals and objectives are being properly met.

• Trust Services with Advisor Named in Documents:  The IPC Personal Trust Program is a strategic alliance between IPC and Comerica Bank & Trust. Comerica is a 150 year old bank with 100 billion in trust assets and trust powers in all 50 states. In this program, Comerica assumes full responsibility for trust services while delegating all investment functions to IPC.

• Wealth Management Approach:  IPC is uniquely structured to provide advisors and clients with customized and personalized solutions to the significant and complex managed assets cases that are prevalent in the high net worth market place. IPC acknowledges that the most efficient investment solutions take insurance, estate and overall financial planning into consideration.