Independent Portfolio Consultants
Financial Services - Boca Raton, FL, US
Independent Portfolio Consultants Employees
Independent Portfolio Consultants Senior Management
Independent Portfolio Consultants Details
Independent Portfolio ConsultantsIPC 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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