IPC Private Wealth
The Investment Experience you deserve
As a successful individual, you have acquired the right to enjoy all the benefits of your success. Your wealth management needs have no doubt grown more complex and require more attention than ever before. We invite you to consider the service and value enhancements that come with being an IPC Private Wealth client, IPC’s discretionary managed account service offered through IPC Securities Corporation.
Through IPC Private Wealth, you will benefit from a sophisticated portfolio management approach designed to build on and sustain wealth over the long term. This system simplifies your financial affairs without sacrificing the diversification, depth, or breadth of your investment holdings.
As a client of IPC Private Wealth, you will gain access to an exclusive array of services and benefits, including:
- Truly customized portfolio – Your portfolio will be tailored to meet your unique investment objectives and constraints. It will reflect your particular liquidity needs, risk tolerance and personal values.
- Detailed reporting – You will receive comprehensive and detailed reporting of your portfolio holdings and account transactions as a client of IPC Private Wealth. Each report provides performance charts, tables and a breakdown of your portfolio composition, along with a commentary and insight from your personal Portfolio Manager.
- Access to leading institutional investment specialists – Through IPC Private Wealth, you benefit from investment specialists who have established reputations both nationally and internationally for their specialized expertise in a specific asset class or geographic market making up your portfolio. Each investment specialist has passed a rigorous due diligence screening process executed by an IPC Private Wealth sub-advisor.
- Portfolio management and governance – You will enjoy peace of mind knowing that your overall portfolio is being managed to your personal objectives and continually scrutinized to ensure that the investment specialists are adhering to their stated mandates and performing as expected.
- Cost-effective and transparent fees – IPC Private Wealth program fees are designed to be straight forward and cost-effective. There are no hidden fees, complex calculations or fine-print clauses that you need to worry about.
Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.