Independent Portfolio Consultants Overview

  • Service
  • Limited Partner Consultant

  • Year Founded
  • 1989

Year Founded

  • Employees
  • 11

Employees

Independent Portfolio Consultants General Information

Description

Independent Portfolio Consultants (IPC) is an LP Consultant based in Boca Raton, Florida. Established in 1989, the firm is in the correspondent managed account business and provides consulting, management, and investment advisory services for a wide range of clients including endowments, foundations, pension plans and insurance companies. Additionally, the firm offers current portfolio and asset allocation analysis; risk management; tax efficiency; account structure review, risk analysis, mutual fund review; helps develop statement of investment policies; and custody and trade execution services. IPC also indulges in wealth management services.

Contact Information

Year Founded
1989
Service Provider Type
LP Consultants
Corporate Office
  • 5002 T-Rex Avenue
  • Boca Raton, FL 33431-4433
  • United States
+1 (561) 000-0000

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Independent Portfolio Consultants FAQs

  • When was Independent Portfolio Consultants founded?

    Independent Portfolio Consultants was founded in 1989.

  • Where is Independent Portfolio Consultants headquartered?

    Independent Portfolio Consultants is headquartered in Boca Raton, FL.

  • What is the size of Independent Portfolio Consultants?

    Independent Portfolio Consultants total number of employees/professionals is 11.

  • What service provider type is Independent Portfolio Consultants?

    Independent Portfolio Consultants's service provider type is Limited Partner Consultant.

  • What companies has Independent Portfolio Consultants invested in or acquired?

    Independent Portfolio Consultants has invested in or acquired Nu Skin Enterprises.

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