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.
Most IPI principals and all Regional Sales Directors have had 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 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. This gives you the freedom to choose from a wide array of 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.