Independent Portfolio Consultants Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1989
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
Primary Office
  • 5002 T-Rex Avenue
  • Boca Raton, FL 33431-4433
  • United States
+1 (561) 000-0000
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Independent Portfolio Consultants Team (15)

Name Title Deals Office Contact
Info
Michael Fleming Chairman & Chief Executive Officer Boca Raton, FL
Michael Halliday Chief Executive Officer Boca Raton, FL
Arun Kaul President & Chief Investment Officer Boca Raton, FL
Jack Mounts President Boca Raton, FL
John Whitledge Managing Director & Senior Institutional Consultant Boca Raton, FL
You’re viewing 5 of 15 team members. Get the full list »

Independent Portfolio Consultants Board Members (3)

Name Representing Role Since
Michael Fleming Independent Portfolio Consultants Chairman & Chief Executive Officer 000 0000
You’re viewing 1 of 3 board members. Get the full list »