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.
Please click on the "Read More" link below in order to access IPC's market commentary and research pieces. Feel free to contact us at sydney.doverspike@ipcanswers.com for password information and to be included on our monthly Mailing List. We look forward to your feedback on any topics that you would like for our Consulting Team to address in the future...
