FINANCIAL PROFESSIONAL SITE
  

Code of Ethics – Attestation Must Be Returned On Or Before April 30, 2015 

On an annual basis, advisors are required to attest to reviewing and understanding the firm’s Code of Ethics. Below please click on the link to download our Code of Ethics. A copy may also be found on IPI’s Advisor site under the RIA’s documents. 

Code of Ethics and Attestation:

https://investmentplanners.securevdr.com/d-sb1f29a40b3740988 

Please review, attest to the Code of Ethics on page 5 and return page 5 only to Amy Ferriell amyf@investment-planners.com on or before April 30, 2015. 

IPI Wealth Management’s Policies and Procedures Manual 

IPI Wealth Management, Inc.’s Investment Adviser Policies and Procedures Manual was recently amended to reflect some minor changes and updated regulatory language. The Manual may be found at the link below or on our Advisor Site under the RIA tab. 

IPI Wealth Manual: 

https://investmentplanners.securevdr.com/d-sc90964fb56145f59