Independent Portfolio Consultants (IPC) is a US wealth advisory firm specializing in multi-strategy portfolio design & white-glove asset manager monitoring. We provide access to world class asset managers (both SMA & UMA models) at approximately the cost of a mutual fund. Our clients are typically financial advisors seeking peace of mind in outsourcing management, monitoring & reporting of client assets in the high net worth and institutional segments.
Advisor as Manager
Portfolio Management because the markets are complex and can change quickly, you may prefer to give a trusted professional full discretion to invest your assets and manage your portfolios. Financial Advisors who participate in IPC Consulting Services Portfolio Management program are a select group who are well-qualified to manage client assets based on their training, experience, and commitment to client service.
If you prefer to map and implement your own investment strategy and make your own investment decisions, you may wish to consider one of IPC Consulting Services’ Non-Discretionary investment programs. While you retain final decision-making authority, you will benefit from the ongoing professional advice of your Financial Advisor, who will periodically review your portfolio to help you keep your investments in line with your strategy.
Separately Managed Accounts
Assembling an ideal mix of investments can be a difficult and time-consuming challenge, so it is not surprising that many investors rely on professional asset managers to tailor a separately managed account to their personal profile. IPC Advisors Consulting Services separately managed account programs will give you access to portfolios that are professionally managed by some of the nation’s most recognized investment management firms.
Managed Account Models
Mutual Fund Advisory with all of the mutual funds available today, it can be difficult to decide which ones best suit your needs. IPC Consulting Services fund advisory programs provide you with access to hundreds of mutual funds professionally managed by well-known investment managers.
Blue Shores Managed Opportunities
Unified Managed Accounts the ever-increasing complexity of investment management can make coordinating decisions a full-time job. Unified managed accounts can provide you with a comprehensive, integrated approach to asset allocation, investment product selection, account management, and performance reporting by consolidating different investment products — such as separately managed accounts, mutual funds, and exchange-traded funds — within a single account structure.
Unit Investment Trusts
Block Trading execution
Private Banking Solutions
Through our strategic business partners, we provide access to a highly competitive and flexible platform that delivers customized credit solutions such as: Securities-backed lending, Structured loans, Residential loans, Commercial loans
Our experienced strategists are able to structure portfolios to meet needs for liquidity, cash flow, and return of principal. Portfolios can be tailored to meet needs of each client including risk management, industry diversification, and tax considerations.
Executive Financial Services
Executive Financial Services (for business owners, corporate executives, and highly compensated individuals) Through our strategic business partners, we can help you accomplish the following: • Execute Rule 144 transactions • Provide access to Rule 10b5-1 buying and selling plans • Arrange Rule 10b-18 corporate stock buy-back plans • Offshore pensions and deferred compensation plans • Tax consultancy and planning
Single Stock Risk Management We work with strategic business partners to formulate personalized solutions for high-net-worth clients with concentrated, low-basis equity holdings. Our strategic business partners help us to offer hedging, liquidity, and yield enhancement strategies. For clients who are unable or unwilling to sell their equity holdings, we can work to provide solutions to help defer taxes, reduce risk, unlock value, accomplish diversification goals, and provide timing flexibility.
Through our strategic business relationships, clients can obtain direct access to structured notes, which may have partial or full principal protection, leveraged exposure, or above-market income. These notes are designed for clients with low- to high-risk tolerance, depending on the structure, the asset, and the term.
Through our platform providers offer’s a complete array of trust services, including acting as executor of an estate, administrative trustee (i.e. as trustee with third-party investment management), full trustee (acting as trustee with full investment duties), and trustee of charitable remainder or foundation trusts, as well as trustee of life insurance trusts, Rollover IRA accounts (both self-directed and discretionary accounts), Dynasty Trusts, and Asset Protection Trusts.
Endowments, Foundations, Charitable Giving, Family Office Services
Retirement Planning (Individual and Corporate). Now more than ever, retirement is a significant concern for investors — and it should be for your business as well. IPC is well-positioned to holistically address our clients’ personal and corporate investing needs. With IPC, you enjoy access to a broad range of retirement products and services to serve the diverse needs of your retirement — and that of your employees. IRAs, 401(k) Plans/ Solutions, DOL Compliant Solutions, Defined Contributions
Our tools enable us to meet the demands of today’s plan sponsors while leveraging open architecture. This comprehensive tool set supports everything from fund selection and monitoring to investment policy statements, plan proposals, enrollment kits, and both quarterly and annual monitoring reports.
Long term care, Whole Life, Variable Life, Captive Insurance, Business Insurance, Annuities (Variable & Fixed)
Proprietary Market Analysis
Proprietary SMA Research
Our fixed income trading and service team is ready to personally assist you, whether you need help choosing the most appropriate bonds, creating a bond ladder, or just determining what is available.
We offer proprietary and non proprietary access to a platform of well-known hedge funds covering a range of strategies including long/short equity, multi-strategy, global macro, credit distressed, and event driven across established and emerging markets.
Through our strategic business partners, clients are able to access direct, secondary, and primary private equity investments, diversified across multiple geographic regions.
Alternative Investment Research
We provide access to a broad array of alternative investments to suit the range of risk tolerances and reward expectations of our clients
IPC has tools to assist clients planning for retirement, college funding, charitable giving, and a host of other future goals, as well as a customized plan specifically designed to match your future cash flow liabilities.
Dedicated Resource Team
Back Office Support
Models and white label capabilities
Account Aggregation/Client Reporting
Preferable pricing amongst custodians and B/Ds
Business continuity solution
Long-term succession opportunities