For years, you’ve been working hard to save and make good investment decisions. As a result, your investable assets have grown. Or perhaps you’ve suddenly inherited assets, leaving you with greater wealth, and a greater responsibility to manage it well.
At this stage, you may be thinking that your portfolio - and you - need more attention.
IPC Private Wealth is different from the services you've used before. More sophisticated. More personalized. More of what can help you reach your goals.
Access multiple types of investments, combine your family assets and gain a higher level of active money management through a Unified Managed Account.
Have your portfolio expertly crafted to reflect not only your financial objectives, but also your personal values and beliefs.
Surround yourself with a dedicated team of seasoned investment professionals.
Get real-time reporting on the investments that you own and trades executed for your account. Your cost of investing is clearly reported in dollar terms.