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About IPI - IPI in San Antonio Texas

Individual Investors and Business ClientsMission_Statement

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.

Trust Departments

IPI provides turn-key fixed income, marketing and custody services to community bank trust departments.

Trust Services

We provide asset management services to community bank trust departments, financial institutions and high net worth individuals.

Capital Markets

IPI provides financial institutions access to fixed income trading programs.

Bank Consulting Services

IPI provides financial institutions access to custom consulting services.

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