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Why IPI? - IPI in San Antonio Texas

IPI is a firm run by financial advisors for advisors. We currently manage on-site investment programs across the nation for more than 140 financial institutions with $50 million to over $10 billion in assets.

Founder Scott Barnes, most IPI principals and all Regional Sales Directors have hadOpen_Product_Banner careers as financial consultants – and several still maintain a book of business of loyal clients. This is why we understand so well 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. As a privately held firm, IPI does not own any proprietary products. This gives you the freedom to choose from a wide array of independent product choices without the pressure of promoting a preferred vendor.

At IPI, we marshal firm-wide resources to support you so you can spend more time providing the value-added, personalized client services that increase assets under management.

 

Fit With Host Institution

IPI is distinguished in our industry for the degree of importance we attach to fitting financial consultant to financial institution like a glove – in our experience this is what drives program performance. The extra effort we put into recruiting the right individual is designed to foster quality working relationships with program hosts and enhance cross referral initiatives. Since 1992, we’ve focused on community financial institutions so we know the secrets to managing bank investment programs that guide financial consultants to success in their environment.

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