Who We Are

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.

What We Offer

Contact Us

5002 T-Rex Avenue, Boca Raton, FL
(561) 912-1040
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