ABOUT US
Investment Portfolio Solutions is dedicated to providing risk managment solutions to pensions, endowments, individuals, and families. Dominick Paoloni founded Investment Portfolio Solutions, formerly Investment Protection Service, in 1993 to serve as a premiere fee-based wealth management firm. Drawing on his extensive experience as a stock broker on Wall Street, a national corporate trainer of financial professionals, and a director of his own brokerage firm, Dominick's vision was steeped in providing ultimate value and objectivity to investors from an insider perspective.
Helping clients safely navigate an industry that often privileges institutions at the expense of investors has been of chief concern to IPS. We built our firm using a fee-based model so we can work on the "same side of the fence" as our clients. Instead of generating commissions each time we buy or sell a fund in a portfolio, or recommending insurance tools from a single company, we search diligently for only the best investments in the marketplace.
This philosophy helps us bring supreme value to those we serve and allows them to assess our performance on an ongoing basis. We are interested in generating lifelong relationships— providing top quality investments, objective advice, and service with integrity has cemented our ability to achieve that goal. We have built a thriving firm that has won the confidence and loyalty of families, businesses, and charitable organizations throughout Colorado and the US. This is our passion.
Dominick Paoloni, CIMA®
Jaye Weiland, CFP®
Breana Maurais, MS
Calvin Noreen
Dominick Paoloni, CIMA®
CIO and Founder
Dominick Paoloni has served in the investment management community for over 25 years. Born and raised in New York, he moved to Colorado for his undergraduate degree and graduated with a BS from CU-Boulder. He completed the College for Financial Planning's CFP certification program, and received his Certified Investment Management Analyst (CIMA®) degree through the Wharton School of Business.
After starting is career on Wall Street, Dominick founded Investment Portfolio Solutions in 1993 as a fee-only wealth management firm. His innovative money management techniques have been featured nationally, and he is often quoted in the Denver Post, Financial Planning Magazine, and Morningstar Advisor. A frequent guest lecturer at the University of Denver and the University of Colorado, Dominick is a nationally known facilitator, writer, and radio commentator, in addition to being named a "Five-Star Wealth Manager" by 5280 Magazine and ColoradoBiz for three consecutive years.
Dominick has hosted two popular radio shows: "Winning On Wall Street" and "Financial Matters," in Miami Beach, FL and Denver, CO, respectively. He volunteers at McLain Community High School, instructing students on life financial skills, and is a corporate sponsor for ArgusFest. He serves as Vice President of the board of directors for the Denver Voice, a non-profit organization dedicated to empowering the homeless. Dominick was nominated in 2008 for the Hudson Luminary Award, which honors leaders in the financial and accounting industries who demonstrate a strong commitment to their communities.
"Carefully considering each individual situation and helping my clients to maximize the value, quality and security of their financial lives gives me great pride and satisfaction. Earning the trust of my clients and watching them realize their dreams is how I define success."
Jaye Weiland, CFP®
Director of Sales and Marketing
Pension and Endowment Specialist
Jaye Weiland is a magna cum laude graduate of Loyola University New Orleans, where she focused on Sociology and Business. In New Orleans she worked primarily with music companies while donating her time to service organizations. Her areas of expertise include financial planning and pension planning; she received her Financial Planning certificate through Metro State College of Denver. Jaye is a Certified Cash Balance Consultant as well as a Certified Financial Planner®.
Dedicated to continually improving the financial stability of the individuals, businesses, and endowments that IPS serves, Jaye enjoys assisting employers with pension plan design, implementation, and on-going investment analysis and employee education.
Non-profit work is close to Jaye's heart, and her work at IPS assisting endowments and donors with investment and planned giving strategies provides insight that she is able to apply to organizations in the community. Jaye is an active mentor through Metro Denver Partners and a member of the Metro Denver Partners Board of Directors. She is also privileged to be a part of the Denver Metro Chamber Leadership Foundation's Impact Denver class of 2008 and a member of the International Institute for Education and the Financial Planning Association. As a member of the Denver Athletic Club, Jaye co-chairs the DAC Women in Business group, and serves on committees for the Colorado Planned Giving Roundtable, Susan G. Komen Denver, and Friendship Bridge, an international microcredit organization.
"I enjoy being part of such an intelligent, capable team of caring professionals. At IPS, our clients' financial security and peace of mind is our main concern. I look forward to continually improving our clients' experiences with IPS and exceeding their expectations."
Breana Maurais, MS
Portfolio Analyst and Operations Manager
Breana Maurais received her undergraduate degree in Finance/Real Estate and her Master of Science in Finance, both from the University of Denver. She is currently working towards a Certified Financial Planner® designation.
Breana manages IPS operations and heads the elite IPS Internship Program. The areas of her expertise include account analysis and trading, as well as client portfolio reporting. Her mission is to ensure that the IPS portfolios are working for the best interest of our clients, and is committed to account accuracy and ensuring that every client is within their desired risk tolerance levels.
As a native of Jackson Hole, WY, she can often be found spending time outdoors skiing, climbing and hiking. She developed a passion for traveling after living in France, and enjoys hosting international visitors through the Institute for International Education and assisting their membership committee. Breana also serves on the Friendship Bridge Investment Committee, and is a member of Cherry Creek Toastmasters.
“My experience at IPS continues to show me the power of a well-run wealth management business and how it affects clients on a personal level. It is my pleasure to be a part of IPS and actively contribute to clients defining and reaching their financial goals."
Calvin Noreen
Client Service Specialist and Options Trader
Calvin Noreen graduated from Colorado State University with a degree in Business Administration with a concentration in Finance. He is currently pursuing the CFA designation.
Calvin is committed to servicing the requests and needs of all IPS clients in a timely and efficient manner. His objective is that all communication between clients and IPS is comprehensive and helpful, and as the head of client account transactions and servicing he ensures that client requests are handled smoothly.
Calvin also heads the options trading at IPS. Many of the risk management techniques employed by IPS utilizes options, and Calvin assists in designing structured note and call-write strategies.
A Colorado native, he is a hockey player and avid golfer.
"Being able to contribute to such a well-run organization like IPS has been and continues to be very rewarding for me. I am lucky enough to be able to speak with clients on a daily basis and I enjoy helping them with all of their financial needs."