IPI - Investment Professionals, INC - full-service investment brokerage and asset management firm in San Antonio, Texas

Welcome

IPI is a full-service investment brokerage and asset management firm with over $6 billion under management for over 90,000 individuals and business clients nationwide. Established in 1992, we’re privately owned and Texas-based.

IPI is a different kind of firm for a different kind of relationship – we call it business by handshake. Our financial institution partners and clients have our commitment that no matter how big we get, the community values that are so much a part of the IPI success story will always remain the same. We build partnerships that create confidence and financial success for generations.

Are you a Financial Institution?

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.

IPI for Financial Institutions

Are you a Financial Consultant?

IPI is a firm run by brokers for brokers. This is why we understand so well what makes financial consultants tick and how to guide you to professional excellence.

We use a disciplined strategy that helps us direct profitable investment programs and consistently earn our number one rankings.

IPI for Financial Consultants

Are you a Financial Investor?

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.

IPI for Financial Investors

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 & registered investment advisor and member FINRA & SIPC. The products and services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office. Clients 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. Products offered by IPI are not insured by the FDIC, NCUA or any government agency, are not deposits or other obligations of the bank or guaranteed by the 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 Survey conducted by Quantum Market Research.

³ Survey conducted by certified public accounting firm Carneiro, Chumney & Co. LLC.

⁴ 1997 through 2007 national “Studies of Bank Brokerage & Retail Investment Services” conducted by American Brokerage Consultants (ABC), St. Petersburg, FL. In the most recent 2007 study, a total of 1,872 banks offering retail investment programs were surveyed including banks offering IPI and competitor investment programs — which represents a 21% sampling and 68% of all bank assets according to ABC. A total of 15.3% of banks surveyed responded to the 2007 national survey. Individual banks were asked to rank their specific investment program in the ABC survey; responder results were aggregated and compared against the results of all brokers dealers in the survey. Past ranking performance may not be indicative of future ranking performance. IPI has been honored with the #1 ranking in three out of the most recent four surveys conducted by ABC. NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE