Independent Portfolio Consultants is a full service wealth management firm.
Our 3 Divisions
IPC Investment Management – Portfolio Consulting
IPC Private Wealth Partners – Advisory Services
Blue Shores Capital – Asset Management & Private Equity
We believe that the tenets we live and work by — our Four Keys of Success — turn concepts into reality. We have built these vital keys into the foundation of our organization: Adherence to Values, Alliances, Action, and Achievement.
1 | Adherence to Values
Founded on a code of ethics and integrity, the firm is dedicated to adherence to its primary principle of placing its clients’ interests first.
2 | Alliances
We work hard to develop meaningful alliances with strategic business partners to provide competitive products and first-rate client service.
3 | Action
We promise to take action to seek solutions to challenges our clients face. Our actions demonstrate our commitment to our clients and the high level of service we strive to provide.
4 | Achievement
We are committed to helping you achieve your investment and financial goals.