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Marketing - IPI in San Antonio Texas

Providing full-service marketing support to financial consultants and partner institutions is central to how IPI achieves its best-in-class broker/dealer status year after year. Our comprehensive array of turnkey marketing solutions enables you to spend more time providing the personalized client services that increase assets under management and revenues to your host institution. Our Marketing Department also works with your host institution to build its brand and prestige in the community, which helps drive clients to your program.

Investment Program Introduction Kit


IPI Take One & Leave-Behind Series


On-site Visibility Kits


Turn-Key Marketing System


Seminar & Event Invitation & Flyer Series

For maximizing participation at financial consultant events


Collateral & Advertising Kit

Sponsorships, newsprint, yellow pages, direct mail, e-mail, billboards, radio, TV, referral strategies


Referral Contest Kits

Contest kits to help build rapport and stimulate cross referrals


Client Newsletters

Stay top-of-mind with your clients and prospects. IPI provides several different approaches to offering client newsletters including print and electronic versions.


Financial Consultant Web Sites

IPI hosts your personal financial consultant web site for building credibility and communicating with clients.


Online Marketing Library

Get access to over 1,000 client communications such as economic updates, topic-specific pieces, thank you notes, invitations and more.

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