Analysis of current portfolio: account structure review, risk analysis, mutual fund review
Development of a personalized Statement of Investment Policy
Asset Allocation analysis and recommendation
Money Manager recommendation and interview process
Client Services support offered to smoothly transition client portfolios
Ongoing Consulting throughout life of relationship to monitor and assess managers
Trading and Execution
The IPC Personal Trust Program where trust services are offered through a strategic alliance with Comerica Bank & Trust N.A. as Trustee or Corporate Trustee. In this program, Comerica assumes full responsibility for trust services while delegating all investment functions to IPC.
After the Crash of 1929, most investors lost faith in the financial system. Investment trusts, which lacked formal regulation and transparency, were now reviled by a scorned society of investors. It is not difficult to find parallels between the investment trusts of the 1920’s and the hedge fund industry today. Many clients and financial advisers are now questioning hedge funds and looking to the past to speculate about the future of their regulation and direction in general. Please click on the attachment for IPC’s comments…
