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IPI Institutional - IPI in San Antonio Texas

Increasing ROA and ROE through Yield on Investments Enhancements

The IPI Institutional program offers portfolio consulting services for banks. By utilizing advanced portfolio analytics tools, IPI strives to maximize portfolio returns.

The community bank investment portfolio is not an island separate from the bank, but must be managed as an integral component of the balance sheet and income statement. IPI’s Institutional Program assists clients with determining the optimal structure of the investment portfolio as that integral component.

IPI’s Community Bank Specialists have over 35 years experience with community bank investment portfolios. IPI Instiutional clients are met with on a quarterly basis to review:

The IPI Institutional Program has the expertise to buy and sell community bank specific securities. The IPI Institutional Program does not position securities for sale and has relationships with over one hundred brokers across the nation to service their clients with a wide variety of securities at competitive prices.