Access a curated list of managers offering a vast array of strategies via ETF & mutual fund models, SMAs, and executive models.
Stay informed with weekly, monthly, and quarterly commentary along with regularly hosted live update calls.
Advise using top-grade investment solutions and market insights to enhance clients’ confidence.
Access a curated list of managers offering a vast array of strategies via ETF & mutual fund models, SMAs, and executive models.
At IPI, we prioritize the interests of advisors and their clients by offering an open architecture with access to multiple custodial platforms. Our preferred status partnerships with RBC Clearing & Custody, Schwab Institutional and TradePMR, provide you and your clients with valuable benefits and support.
Portfolios comprising institutional asset-class mutual funds and ETFs, selected by the IPI Wealth Management Investment Committee with input from a trusted third-party consultant.
Build customized, goals-based financial plans with tax analysis, retirement strategies and forecasted outcomes for clients. With IPI, you’ll be able to leverage high-quality tools that are typically found at large firms.
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Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.
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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor’s overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.