Investment Placement Group (IPG) provides result-based financial solutions for individuals, families, and institutional investors. We form alliances with world-class independent advisors in wealth management, estate, and succession planning. We also provide a number of personalized concierge services; this is a hallmark of our beginnings as a family office. We follow a detailed investment process. Our trading team identifies opportunities, while our independent research delivers the macroeconomic vision and fundamental analysis needed to make informed decisions. This, coupled with our network of global banks and dealer relationships, provides our clients’ access to institutional thinking and liquidity worldwide.
