As an Advisor at IPC you will enjoy the benefits of our Portfolio Management platform, which allows you to build portfolios based on your own:
• Investment philosophy
• Asset allocation preference
• Geographic allocation
• Style bias
• Rebalancing parameters
Our service can then help you to:
• Research, select, and monitor each money manager in your custom portfolio
• Automate manager replacement within defined parameters
• Automate rebalancing within defined parameters
• Automate 10 percent free and free units
• Create robust client reporting
Key to this platform and service is our work with each Advisor team to design a unique process through the Total Client Experience (TCE). Through the TCE, you can simplify the delivery of your portfolios to clients around your own brand–everything from an investment policy statement and communications plan to portfolio reporting.
To learn more about our Portfolio Service Platform, please click here.
