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IPC ProfessionalsMarketing / Consulting The Marketing/Consulting Team works with financial advisors to analyze clients' current investments, define specific investment objectives and risk tolerance, and to provide guidance on asset allocation and money manager recommendations. Senior Consultants and Consultants work on a personal level with both advisors and potential clients.
Ongoing Consulting IPC’s Ongoing Consulting Team is dedicated to direct communication among the investment professionals, their clients, and the independent money managers once performance tracking has commenced. The team is responsible for continual performance monitoring, manager evaluation, and overall relationship assessment on a client by client basis.
Multiple Strategy Portfolios (MSPs) IPC is the Overlay Portfolio Manager for MSP’s which allow planners to further diversify their clients’ assets beyond their primary manager’s strategy. Blue Shores Capital Blue Shores Capital, IPC’s proprietary management division, provides a unique "one account solution” and specializes in managing global multi cap core equity and balanced portfolios.
Client Services / Brokerage / New Accounts IPC’s Client Services Department coordinates the funding and the transfer of assets and oversees the initial investment of the accounts according to the established guidelines. These individuals work with the financial advisors and the clients in a personal way to continually provide our clients with the highest level of service possible to meet their ongoing needs.
In addition, these individuals are responsible for the opening of all new accounts as well as the preparation and processing of the new account management documents. Once funding has been received, these individuals coordinate with the Money Managers regarding the initial trading of the account.
Finally, these professionals are responsible for the balancing and reconciliation of client accounts versus the custodian's records, daily monitoring of account restriction violations, monthly and quarterly account performance reviews including dispersion, pricing and valuations accuracy. They also handle the implementation of all unique requests, such as client restrictions, unsupervised concentrated positions and customized reports.
Office Administration
The Office Administration Department is primarily responsible for assessing management fees and processing quarterly consulting letters and reports. In addition, all corporate functions, such as human resource and bookkeeping, are maintained by this department.
Technology
The Technology Department is responsible for maintaining the company’s website and is also responsible for database management, data warehousing, and telecommunication operations, which include computer networks, telephone and videoconferencing systems, and security. Due Diligence The firm's Due Diligence Process is the major factor in determining additions or termination in the Investment Managers selected for the IPC programs. IPC's Due Diligence Process is thoroughly conducted as Investment Managers are subject to an in-depth review of their organization and their investment process, strategy and results. An Investment Manager must go through not only an initial due diligence review but also ongoing reviews as well.
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