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?
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.
Ready to Get Started?
Contact our business development team today to begin the conversation.