"Some people see things as they are and say why, we must dream of things that never were and say why not."


HISTORY

Dominick Paoloni founded Investment Portfolio Solutions 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. We work diligently to provide clients with the best investment solutions for their individual needs.

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.

Our client-driven consulting includes expert advice in the following areas:  

 

To view our current ADV, click here.

Investment Portfolio Solutions © 2011
Joomla 1.6 Templates designed by Joomla Hosting Reviews