Chris Van Stavern Bryan Abbott Christine Walters Jay McAnelly
About IPI

Investment Professionals, Inc. (IPI) is an independent Texas-based investment and insurance brokerage and asset management firm specializing in the on-site delivery of investment programs for community financial institutions across the United States.

Institutions
IPI takes the fear out of implementing an investment program within your organization. We do the market analysis. We recruit and train the broker. We do the marketing. All you do is benefit. Partnering with IPI is quite possibly the easiest decision you will ever make.
Consultants
IPI is a firm run by brokers for brokers. We understand what makes financial consultants tick and how to guide you to professional excellence. With our open product platform, you have access to more products and services so you can do what’s best for your client’s needs…not your broker-dealer’s.
Investors
Our valued clients appreciate their relationship with a financial consultant backed by a solid brokerage firm like IPI. An IPI financial consultant can help you manage short- and long-term financial plans. Tell us how you see your financial future. We have a plan to help you live it.
Sources and Disclosures

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

SB Value Partners, L.P. is a Registered Investment Advisor. SB Value Partners, L.P. is affiliated with Investment Professionals, Inc. SAB Partnerships are multi-cap, value oriented investment products. There is no secondary market nor is one expected to develop for investments in the funds. There may be restrictions on transferring investments. Funds may be speculative and may involve a high degree of risk. Investor could lose all or a substantial amount of his/her investment. Funds may have high fees and expenses that may reduce returns. Performance may be volatile. The funds are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for a bank or guaranteed by a bank and involve investment risks, including possible loss of principal amount invested.

1 Best Companies To Work in Texas Source: February issue of Texas Monthly Magazine. Study conducted by the Texas Association of Business, TSC-SHRM and Best Companies Group. Of eligible respondents, 60 companies were chosen in the state of Texas. The confidential survey, data and analysis were handled by an independent research firm.

2 Top Places to Work San Antonio: Survey conducted by Quantum Market Research.

3 Fast Track: Qualifying companies & completed questionnaires are tallied by certified public accounting firm, BDO USA (formerly Carneiro, Chumney) on percentage of revenue growth.

4 Employee Benefits Research Institute. 2012 Senate Committee on Banking, Housing & Urban Affairs Submcomittee on Economic Policy Hearing

5 Pew Research Center. The Sandwich Generation: Rising Financial Burdens for Middle-Aged Americans. January 2013