IPI Wealth Management Named Top 300 Registered Investment Adviser (RIA)



IPI Wealth Management Named Top 300 Registered Investment Adviser (RIA)

Jul 23, 2015

IPI Wealth Management, a top independent advisory firm offering solutions for investment and asset management, as well as wealth advisory services for high-­net-­worth accounts, announced today they have been ranked in the 2015 Financial Times as a Top 300 Registered Investment Adviser (RIA). The Financial Times (FT) is one of the world’s leading business news and information organizations and this is the publication’s second annual Financial Times 300 Top Registered Investment Advisers listing. The FT 300 listing provides a view of the best Registered Investment Advisers across the US. 

To qualify for the list, RIAs had to have at least $300 million in assets under management (AUM) and be registered with the Securities and Exchange Commission (SEC). Additionally, at least 25% of the firm’s AUM had to be from individual investors. After review of a comprehensive application, The Financial Times researched and narrowed the applicants to the top 300 firms. 

“It is a privilege to receive this continued recognition and to remain coupled with this elite group of financial advisory professionals,” said David Koshinski, President and CEO of IPI Wealth Management. “IPI’s commitment to our mission of integrity, performance and innovation fosters our proven process and wealth management strategies. We are proud of our model and the peace of mind it continues to provide our clients.” 

The 2015 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (July, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. Points were granted on a variety of attributes that the Financial Times deemed important to affluent investors. As identified by the FT, the listing reflected each practice’s performance in six major areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. The selection process included applications from more than 2,000 independent RIA firms.

© Member FINRA/ SIPC
IPI Form CRS | IPIWM Form CRS | Reg BI Disclosure | Privacy Policy | Disclosures | Best Execution | Business Continuity
Check the background of this firm on FINRA's BrokerCheck
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.

Website Designed & Developed by