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Why IPI? - IPI in San Antonio Texas

Mission_Statement
Investment Professionals, Inc. (IPI) is a different kind of financial services provider. Just ask the clients, bank partners, financial consultants and employees who keep us in the forefront of our industry year after year.

More than once we’ve been named one of the Best Places to Work in San Antonio and one of the Best Companies to Work for in Texas. At IPI, we work hard and we’re gratified that our hard work is acknowledged by so many.

IPI financial consultants share the philosophy that has built the firm into one of the most successful broker-dealers in the country. Based on your investor profile, your consultant will recommend strategies that seek to meet or outperform specific market segments with as little risk as possible to your assets. Our firm is committed to protecting your hard-earned money while we work to grow it.

Indeed, IPI has a unique formula for success and our energy is contagious. Here, everyone’s on the same page when it comes to helping you manage short- and long-term financial plans and realize your dreams. Call today and tell us how you see your financial future – because we have a plan to help you live it.

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