PORTFOLIO ENGINEERING

Our 26 years of experience provide a rock-solid foundation.

Our 26 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:

  • We manage tens of millions of dollars at Charles Schwab Institutional.
  • 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.

 

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 recommendations are beating the benchmarks on the upside and holding value against the benchmark on the downside.
  • As fee-based advisors, we charge 1% 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.

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"