Investment Management
Separate Managed Accounts:
Our approach is simple: provide clients with investment solutions that are diversified, transparent, and actively managed. The goal of IPS managed account portfolios is to deliver an increased level of predictability through a rigorous, disciplined process that not just manages portfolio risk but actually defines it. Utilizing sophisticated risk management strategies helps us provide consistent investment returns to pensions, endowments, and the clients of financial advisors. Learn More
Structural Investment Management:
Innovative investment management that allows for upside market participation while limiting or eliminating downside risk, structural management is a sophisticated technique that increases the probabilites of hitting target returns. We structurally manage portfolios to share in the gains of the S&P 500, gold, emerging markets, or currencies; and customize the liquidity to each client's needs. Learn More
Flat-fee Variable Annuities:
Annuities offer tax-deferral, but have historically come with high fees and limited choices. New flat-fee variable annuities solve those problems with a large universe of investment options, transparent fixed costs, and full liquidity. If you need tax deferral, we can provide it without compromising performance. Now thats intelligent investing.
Articles of Interest:
Protecting Your Portfolio: Is it Time to Change Our Ways?
Diversification Vs Dispersification
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*All investments involve risk, including possible loss of principal. Past performance is no guarantee of future results. Please contact us for details regarding investment objective, risks, performance and other important information, and review this information carefully before you make any investment decision.