Independent Portfolio Consultants Employee Directory
Financial ServicesFlorida, United States11-50 Employees
Independent Portfolio Consultants (IPC) operates in the financial services sector with a focus on correspondent managed accounts. The company has roots in the correspondent managed account space dating back to its early days, and it helps investment professionals and their clients develop and implement investment management strategies aimed at long-term financial goals. It emphasizes a collaborative approach, working with financial advisors who stay involved throughout the process alongside IPC consultants and independent money managers. Based in Boca Raton, Florida, IPC serves a professional market of financial advisors seeking managed account solutions for their clients. The firm positions itself as a partner that complements the advisor-client relationship by coordinating expertise across consulting and independent money managers to deliver integrated investment solutions. As a small to mid-sized organization, IPC has established itself by maintaining ongoing involvement in the managed account process from start to finish.
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