Skip to Main Content

Our Firm

Our services are designed to help clients make informed decisions to achieve their investment goals. We recognize that our advice directly impacts the lives of plan beneficiaries and we take that responsibility seriously.

dollar value rising icon

Our Services

Full range of Advisory & Discretionary services

people in hand icon

Our Consultants

Seasoned professionals with extensive industry experience

documents with magnifying glass icon

Our Research

Independent and objective utilizing open architecture

handshake icon

Our Clients

Taft-Hartley, public funds, institutions, private wealth

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.

IPS Consultant meeting
calendar icon

39 Years

Consistent in our business

pie chart icon

300+ Plans

Consistent in our process

dollar sign icon

$70B+ Assets

Consistent in our results

Memberships

IPS is actively involved in the industry and proudly has memberships in the following: