Once the asset allocation is set, supported by our Investment Team, our Advisors have the responsibility to manage their clients’ portfolio in accordance to the objectives and goals set in their initial conversations. Furthermore, in order to gain access to each asset class, our Investment Committee serves as a filter as it takes into account the general asset allocation and looks for specific names and investments to analyze.

 

Direct Exposure

Through our open platform, our advisors have the ability to choose from a variety of products into how their clients’ gain access to each particular asset class. Again, these decisions have no conflict of interests because we hold no proprietary products. We tend to buy directly into a particular company’s stock or bond issuance.   Conversely, we may also look at other investment vehicles with whom we could gain direct exposure such as mutual funds, ETFs, derivatives, alternative or structured products.

 

Best Financial Providers

IPG continues to evolve with its clients and changing market conditions. Since inception, we have continued to strive to identify the best financial providers to incorporate into our open platform. Consequently, we work with the top mutual fund families from around the world, and our trading desk has direct access to various global banks and dealers.

 

Constant Client Communication

Our advisors are in constant communication with their clients to make sure their goals are being met. They have a set agenda and financial plan to follow, which has been agreed upon with each client through continuous meetings and discussions. They will also rebalance when necessary and sometimes even make tactical decisions to capitalize on market opportunities.