Downloads


Forms
ACH Authorization Form (106Kb)
Change of Address Form (29Kb)
Investor Profile Form (123Kb)

Commentary
Investment Themes - October 2016 (294Kb)
Market Outlook (Advisors) - October 24 2016 (1.1Mb)
Research Commentary Market Valuations - November 2016 (504Kb)

Disclosures
IPC Consulting Team Form ADV Part 2B (408Kb)
IPC Selection Form ADV Part 2B (162Kb)
Private Wealth Partners Form ADV Part 2B (290Kb)
Blue Shores Capital Form ADV Part 2A March 2017 (637Kb)
The Independent Managed Assets Program ("IMAP") Wrap-Fee Disclosure Brochure March 2017 (742Kb)
List of Investment Managers (60Kb)