Independent Portfolio Consultants Overview

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$50m+
Est Annual Revenue

Company Details

Independent Portfolio Consultants IPC has been in the correspondent managed account business since its infancy. We know what it takes to help investment professionals and their clients develop and implement investment management strategies to achieve long-term financial goals. That’s why when investment professionals identify clients who need managed account solutions, they come to us. We work directly with financial advisors who remain actively involved with their clients through each step of the managed account process. We believe that a team approach (financial advisor, IPC consultant, and independent money managers) offers the best platform for a complete client solution.

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Locations

Location
5002 T-Rex avenue , #225 , 33431 FL
United States
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$50m+
Est Annual Revenue

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