IPS was founded in 1986 with the sole purpose of providing objective investment consulting advice to institutional employee benefit plans.
Today we work with over 190 clients throughout the United States, representing over 300 different employee benefit plans from various trades and industries. We are proud of the long-standing relationships with our clients, some which have been with our firm since inception.
We are owned by individuals currently working at the firm and our only line of business is investment consulting. We are not affiliated with investment managers or broker-dealers, and we do not offer our own investment products. We believe our structure allows us to utilize best-in-class investment managers and provide unbiased, objective advice to our clients and their fund beneficiaries.
IPS employs disciplined procedures to ensure consistency in the recommendations we make to our clients regarding all aspects of their investment program. We embrace best industry practices in governance, ethics, and professionalism, and offer a complete line of services designed to help clients make informed decisions to achieve their investment goals.