Investment Professionals Inc

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In years of partnering with community financial institutions, we have observed three key themes that are important to all executives - reputation, revenue and risk management - and all have developed strategies to help our program partners succeed in these areas.

If you have goals that are related to or different from these, tell us about them, we'll listen and we'll implement. Together, we'll keep a laser-like focus on creating value for your customers and delivering the superior results we're known for among the community financial institutions.

IPI is a firm run by brokers for brokers. Founder Scott Barnes and all of our Regional Sales Directors have had careers as financial consultants.

This is why we understand so well what makes financial consultants tick and how to guide you to professional excellence. We use a disciplined strategy that helps us direct profitable investment programs and consistently earn our number one rankings.

We invite you to learn more about how financial consultants dramatically improve their ability to help clients while at IPI.

Especially now, our valued clients appreciate their relationship with a financial consultant backed by a solid brokerage firm like IPI. With five times more assets than liabilities, our balance sheet is strong and likely stronger than most firms in the country.

We invite you to learn more about how an IPI financial consultant can help you manage short- and long-term financial plans and realize your dreams. Tell us how you see your financial future because we have a plan to help you live it.

IPI is a private, full-service investment brokerage and asset management firm with $4.2 billion under management for 45,000 individuals and business clients nationwide. With five times more assets than liabilities, our balance sheet is strong and likely stronger than the majority of broker/dealers in the country.

IPI is a different kind of firm for a different kind of relationship we call it business by handshake. As we continue our 17-year record of outperformance in our market segment, our financial institution partners and clients have our commitment that no matter how big we get, the community values that are so much a part of the IPI success story will always remain the same.

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