Founded in 1983, IPG provides result-based financial solutions for individuals, families, and institutional investors. We form alliances with world-class independent advisors in wealth management, estate, and succession planning. We also provide a number of personalized concierge services; this is a hallmark of our beginnings as a family office. Read More
Our trading team identifies investment opportunities, while our independent research delivers the macroeconomic vision and fundamental analysis needed to make informed decisions. This, coupled with our global network of bank and dealer relationships, provides our clients’ access to institutional thinking and liquidity worldwide.
You can expect your IPG Financial Advisors to
-Understand your needs and help you formulate long-term investment goals and objectives.
-Discuss the risks and rewards of each investment.
-Match your goals and objectives with an appropriate strategy.
-Continually monitor your portfolio and help you interpret performance.
-Conduct regular reviews to ensure that your strategy continues to provide results for you.
Investment Placement Group’s clients are located throughout the United States and Internationally.
The firm is headquartered in San Diego, California with additional offices in Houston, Texas and Miami, Florida.
*Click on the corresponding state to learn more about each independent IPG Advisor.