Our Approach
Investment professionals and their clients who work with IPC enjoy a unique, service-oriented approach to portfolio management. IPC is known for the personal relationships it builds with its correspondents, their clients and money managers. We firmly believe that direct communication among investment professionals, money managers and the client create the optimal environment for success. Goals are set, expectations are clear, and responsibilities are defined.
IPC’s personalized approach to managed accounts begins with the consulting process. By identifying each client’s goals and objectives we are able to customize a portfolio to meet a client's expectations. Initially, our consultants work with the investment professionals to determine the client’s goals, objectives, risk tolerances, and investment timeframe. We deliver a customized solution to address those needs.
One of the most important functions in the managed account process is selecting money managers and investment styles that appear best suited to meet a client's unique investment objectives. Thus, before a money manager may be recommended, the manager must complete and pass the rigorous IPC due diligence process. When it comes to money managers, we believe in quality over quantity.
After a money manager(s) is engaged for a client, IPC continuously monitors the portfolio manager’s performance versus the performance of the portfolio’s benchmark, as established in the Statement of Investment Policy (SOP). If a client’s investment needs change, IPC, in conjunction with the client’s investment professional, will respond appropriately, amending the SOP to accurately reflect the revised objectives and executing whatever money manager adjustments or changes are necessary.
