PORTFOLIO ENGINEERING

Our decades of experience provide a rock-solid foundation.

Our combined 50 years of experience provide a rock-solid foundation for our clients. Weathering market cycles, IPS produces safety, growth and prosperity in our portfolios. Drawing on Nobel laureates' theoretical models, our technology allows us to find funds that are the best in their class, design an optimal blend of these funds, and generate more predictable returns for our clients with significantly lower risk.

 

Portfolio Engineering:

  • Our portfolios use cutting edge, best-practice planning concepts implemented by only a handful of industry leaders at the institutional level.
  • We personally pore over more than 5000 distinct investment portfolios to filter out the "best in class".
  • A daunting task, less than half of 1% make our final cut of high quality, no-load funds.
  • We calculate the optimal blend of our hand-picked managers for our portfolio mix.
  • We understand the mathematical relationship between our chosen funds— this allows us to create a portfolio with maximum balance and safety.
  • We manage tens of millions of dollars and custody those assets through a third party- Charles Schwab Institutional. Use of a third party ensures that your account is protected from fraud and holds to our philosophy of transparency.

 

Exceeding Expectations:

  • We conduct complimentary portfolio analyses, empirically evaluating the risk, diversification, volatility, efficiency and return of your current portfolio.
  • We share our models with you and allow you to compare the performance of IPS portfolios with your current allocations.
  • Our non-commissioned portfolios have consistently ranked us in the top quartile of money managers on a risk-adjusted return basis.
  • As fee-based advisors, we charge a flat percentage of assets under management per year as our single advisory charge*— this allows clients to consistently monitor our performance and to hold us to a high standard of accountability and performance.

Contact us today to find out how we can help control your portfolio risk and minimize investment losses.

Articles Of Interest:

"Should You Stay the Course Through This Bear Market?"

"Changing the Way You Invest- Managing Risk, Not Predicting Return"

"How To Protect Your Investments In Down Markets"

"Mutual Funds Aren't Companies — They're People"

*Minimums Apply