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Start or Switch Your Program - IPI in San Antonio Texas

IPI is the leader in partnering with community banks and fostering successful investment programs across the country because we have the insight and tools to make them work. Our organization is led by a CEO who, early on, built his own successful program from the ground up as an advisor. He and our management team can do the same for you and your customers.

We’re independent just like you. IPI has the tools to help attract not only investment customers but bank product customers as well.

IPI is the quickest, most secure and efficient way to establish — or re-establish — an investment services program within your organization.

 

Interested in STARTING a Program?

Does a retail, non-deposit investment program sound overwhelming or too risky to pursue? Sometimes doing nothing is riskier than the alternative. What have you got to lose?

IPI for Start-up Programs

Looking to CHANGE Your Program?

If you’re not seeing the results with your current broker-dealer, it might be time to move on. IPI takes the fear out of reorganizing an investment program and we’re experts at improving them.

IPI for Existing Programs

 

Ready to Get Started?

Contact our business development team today to begin the conversation.

(800) 679-1237

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