Independent Portfolio Consultants

www.ipcanswers.com

Independent Portfolio Consultants IPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and implement investment management strategies to achieve long-term financial goals. That’s why when investment professionals identify clients who need managed account solutions, they come to us. We work directly with financial advisors who remain actively involved with their clients through each step of the managed account process. We believe that a team approach (financial advisor, IPC consultant, and independent money managers) offers the best platform for a complete client solution.

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Independent Portfolio Consultants IPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and implement investment management strategies to achieve long-term financial goals. That’s why when investment professionals identify clients who need managed account solutions, they come to us. We work directly with financial advisors who remain actively involved with their clients through each step of the managed account process. We believe that a team approach (financial advisor, IPC consultant, and independent money managers) offers the best platform for a complete client solution.

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Country

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State

Florida

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City (Headquarters)

Boca Raton

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Employees

11-50

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Principle and Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Network Administrator

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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