Trustee Education

IPS believes one of the most important services we provide to our clients is education. We strive to serve as an educational resource for our clients and provide a range of educational programs to help keep our clients informed. In addition to detailed quarterly market commentary, we also offer customized educational materials, white papers, and serve as speakers at various industry and educational conferences throughout the country. The scope of education includes fundamentals such Trustee responsibilities and basic investing to more sophisticated topics such alternative investments, popular fads and investment products, regulatory changes, and global/economic factors impacting the markets.

Educational Publications: