About IPI - IPI in San Antonio Texas
As a full-service broker/dealer, we offer a broad range of investment products and services for individual and business clients nationwide. In the roles of both analyst and coach, our financial consultants can guide you through the implementation process and help explain complex issues. As a client, you will have access to our full team of experts that will recommend practical solutions that are tailored to your individual financial needs. Our 20 year record of success is grounded in our ability to build a strong foundation of trust that drives mutually successful relationships.
Community Bank Partners + Credit Unions
IPI is a full-service independent broker/dealer, insurance brokerage, and asset management firm based out of San Antonio, Texas. IPI offers a wide range of financial products and services and specializes in building profitable on-site investment programs for community financial institutions and credit unions nationwide.
IPI provides turn-key fixed income, marketing and custody services to community bank trust departments.
We provide asset management services to community bank trust departments, financial institutions and high net worth individuals.
IPI provides financial institutions access to fixed income trading programs.
Bank Consulting Services
IPI provides financial institutions access to custom consulting services.