Independent Portfolio Consultants General Information
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.