FAQ

How do I ensure that my investment directives are being followed?

Generally, accounts at IPC have a customized Statement of Investment Policy (SOP). It serves to describe the purpose of each account, identifies goals, and determines what distributions, if any, are required. The Statement of Investment Policy is continually monitored and consulted upon as an integral part of the ongoing consultation process.

What separates IPC from other investment platforms?

While IPC provides investment expertise, access to top money management firms, and produces quality reporting, our service-oriented focus is our primary differentiation. Not many firms can compete with our employee-to-client ratio or our one-on-one personal attention.

How does IPC customize a client’s portfolio?

Each client has unique goals, objectives and preferences. Because each account is individually managed, IPC can help clients develop customized investment solutions. A client may desire a socially responsible portfolio, restrict a specific investment in a stock or have unique investment requirements. IPC demonstrates its personalization through the handling of complex client situations.

What type of reporting should I expect?

Clients may receive a quarterly consulting letter and a quarterly report. The consulting letter provides an objective report card on the performance of each client’s account. Additionally, clients may access IPC’s secure website where they can find up-to-date account values and reports.  Separately, clients will receive a monthly or quarterly consulting statement depending on the terms of their agreement with their custodian.