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Media Center - IPI in San Antonio Texas

For over 20 years, IPI has used a roll-up-your-sleeves approach to helping people make the most of their hard-earned money and guiding them toward a more secure financial future. We think our success is directly related to the high satisfaction levels of our employees, which derives from our commitment to matching people to roles, training and ongoing professional development.

Our unique approach to our business sets us apart from competitors within and beyond our market segment. We look forward to sharing our methods and philosophy with you.

To learn more and to speak with one of our subject matter experts, please contact Amy Watson, Director of Marketing, at (800) 593-8800.


Investment Professionals Inc. Establishes New Broker-Dealer Partnership with New Jersey-Based Sussex Bank {June 2016}

Investment Professionals, Inc. Adds PBI Bank to Broker-Dealer Platform {March 2016}

Iberville Bank Partners with Investment Professionals, Inc. to Offer Wealth Management to Customers {Feb. 2016}

IPI Expands Broker-Dealer Platform to Laredo Based Texas Community Bank {Nov. 2015}

IPI Ranks Third Among the Nation’s Fastest Growing Third Party Marketing Firms {October 2015}

IPI Welcomes New Bank Partner, Monticello Wealth Management {October 2015}

IPI Recognized as a 2015 Fast Track Business for Fifth Year {September 2015}

IPI Ranked No. 7 in Most Advisory Business in 2014 by Bank Investment Consultant {July 2015}

Community First Bank Chooses IPI to Help Customers Achieve their Financial Goals {June 2015}

IPI Partners with Sevier County Bank Offering Investment Program to TN Community {April 2015}

Leadership Women Recognizes IPI Chief of Staff as Outstanding Texas Woman Leader {February 2015}

Centennial Bank Selects IPI to Provide Investment Services {January 2015}

IPI Promotes Brian Surovik to SVP of Products & Practice Management {January 2015}

IPI Named to the 2014 Inc. 5000 List of Fastest-Growing Privately-Held Companies {November 2014}

Kent Payne Joins SB Value and IPI as First Vice President, Capital Markets {September 2014}

IPI Promotes Christine Walters to Chief Financial Officer {February 2014}

IPI Named as One of the 2014 Best Companies to Work in Texas {December 2013}

The Palmetto Bank Selects IPI to Provide Wealth Management Services {May 2013)

Stephen Mixon Join IPI as Vice President, Regional Director {January 2013}

Brian Surovik Promoted to Director of Wealth Management {December 2012}

IPI Voted Among Top San Antonio Workplaces {November 2012}

IPI Recognized as a San Antonio Fast Track Winner for 2012 {August 2012}

Mona Hofman Joins IPI as Head of Capital Markets Dealer Sales {July 2012}

Bank of Bluegrass Selects IPI as Broker/Dealer {July 2012}

Debbee Pundt Joins Office of the Chairman {July 2012}

Jay Brew and Associates Join Investment {July 2012}

Eclipse Bank Selects IPI as Broker/Dealer {June 2012}

IPI Celebrates 20 Years {June 2012}

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