Independent Portfolio Consultants

General Information
Company Name
Independent Portfolio Consultants
Founded Year
-
Location (Offices)
Boca Raton, United States +1
Founders / Decision Makers
Number of Employees
9
Industries
Financial Services, Banking
Funding Stage
-
Social Media

Independent Portfolio Consultants - Company Profile

Independent Portfolio Consultants (IPC) specializes in correspondent managed account solutions for investment professionals and their clients. With a focus on long-term financial goals, IPC collaborates directly with financial advisors to develop and execute tailored investment management strategies. By involving independent money managers in a team approach, IPC aims to provide comprehensive client solutions. The company’s expertise in the financial services and banking sectors positions it as a valuable partner for investment professionals seeking managed account offerings. As a venture capital firm, evaluating potential investment opportunities in IPC could yield promising returns, given its established presence in the industry and focus on client-centric solutions.

Funding Rounds & Investors of Independent Portfolio Consultants (0)

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There is no investment information

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