Our Products

Investment Products

You can access a full range of institutional-caliber investment products to meet your clients’ needs with all custodial partners, including:

  • Equities — Domestic and foreign securities and prime brokerage and trade away services.
  • Fixed income — Including US Treasury issues, Government agency and mortgage-backed securities, REITs, Corporate/Municipal bonds, and cash investments.
  • Mutual Funds and ETFs — More than 13,000 mutual funds, including over 11,000 no-transaction-fee funds, and a broad range of ETFs

Wealth Management and Retirement Products

In addition to investment products, you can meet your clients’ more complex investment, education, and retirement needs.

Managed Account Services

Access a depth and breadth of flexible managed account solutions and outsourcing services.

Managed Account Platform

  • Bundled – single contract including: research, performance reporting, broad manager & strategy selection
  • Open-architecture – contract directly with any money manager you choose on our managed platforms platform at RBC, Schwab and TDA

Turnkey Asset Management Providers

  • Mutual Fund and ETF Wraps- Russell Model Strategies
  • Multi-Strategy Portfolios- RBC Dynamic Portfolios
  • Unified Managed Accounts- Parametric and PlaceMark
  • Sales support and back-office functions

Trust Asset Services
Tax-advantaged investment choices for affluent clients.

  • Personal Trust Reporting Services
  • Administrative Trustee Services, provided by RBC Trust ,Charles Schwab Bank, Schwab Charitable

Structured Products

Ability to create investment strategies that meet specific needs of investors, particularly those who own concentrated stock holdings.

  • Equity collars
  • Variable prepaid forwards
  • Equity-linked CDs
  • Exchange funds
  • Structured notes

Alternative Investment Source- Private Non-traded REIT’s, Hedge Funds

  • All custody platforms provide enhanced custodial and shareholder services to a number of alternative investment funds registered under the Investment Company Act or the Commodity Exchange Act.
  • RBC Alternative Research, Schwab Alternative Investment Source™, and TDA Alternative
  • An experienced, dedicated operations service team
  • Monthly valuation reporting (weekly for some funds)
  • Consolidated client statements that include alternative investments on the same statement as other holdings

Retirement Accounts & Educational Accounts

  • Tax-advantaged products to help clients achieve retirement goals and save for college education expenses.
  • Individual Retirement Accounts
  • Employer-sponsored Retirement Plans including 401(k) Plans
  • Small-business Accounts: Qualified Retirement Plans (QRP), SEP IRA, SIMPLE IRA; Defined Benefit Plans
  • 403(b)(7) Account
  • 529 College Savings Plan
  • Education Savings Accounts
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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
 
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
 

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