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Guiding Principles - IPI in San Antonio Texas

Our Mission Statement

Building partnerships that create confidence and financial success for generations.

Our Core Values

Maintain an attitude of service to all: employees, clients and communities
Always do the right thing
Be enthusiastic in all we do
Stand by our beliefs while taking the initiative to seek new and better ways to achieve results
Recognize and believe in the collaborative power of a team that puts the mission first: self, second


Our Approach to Business

Based on a wide range of measures, it’s clear that year after year IPI’s approach to doing business serves all our stakeholders extremely well. At the end of the day, it’s all about helping individual investors and business clients prosper over the long term. The way we get there is by paying close attention to the needs and objectives of our financial institution partners, financial consultants, employees and our company. Our distinct advantage is the affinity we have with people who grew up in smaller community environments and a superior ability to get different groups to cooperate for the common purpose at hand.

“As President and CEO of IPI, I’m extremely gratified by the steady progress and phenomenal success the IPI team has achieved since we started the company in 1992. One measure of this success is the fact that IPI is continually recognized as the bank broker/dealer that goes the extra mile for our financial institution partners and their customers.” – Jay McAnelly


Why IPI is Truly Different

IPI is as independently focused as they come and the accountability buck stops with us. We engage a leading third-party securities and operations processor, Pershing LLC, so we have no incentive to promote trading in client portfolios for the purpose of generating transaction revenue. In true entrepreneurial spirit, IPI’s number one priority is doing what’s best for the business – that means what’s best for our partner financial institutions, their customers, our individual clients and our employees.

We believe our company culture of entrepreneurship and partnership is the driving force behind our success. Our selection standards for financial consultants and home office employees are high – and we believe the investment we make in finding the right people, training them and developing them is worth every penny. Our program of internal and external benchmarking continues to make a positive impact in every aspect of our business.

The IPI family is resourceful, diligent and hardworking – we consistently demonstrate our ability to take the initiative necessary to keep IPI ahead of the competition.


How IPI Benefits Our Customers

Like IPI, many of our partner institutions set up shop with a small staff – maybe two tellers and a loan officer – and pursued their business diligently, one customer at a time. It is this common journey that helps the IPI team relate so well to how you think and your approach to serving your customers and community and managing your business.

When measured in terms of company growth, it is clear that our approach works extremely well. On average IPI has grown 40% annually since we opened our doors in 1992. That’s 40% growth in revenues – all internally driven. For this reason, we are committed to “business as usual” the IPI way – and our partner institutions and their customers can rely on a mutually beneficial relationship for the long haul.

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. IPI is a subsidiary of Ameriprise Financial, Inc. 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.

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