IPG's Investment Philosophy

IPG’s investment management process strives to build portfolios that grow and preserve your wealth more efficiently than market indexes will, while providing exceptional investment insights and understanding.

We accomplish this through five main principles:

1. Use Compounding to Your Advantage: We understand downside protection is more important than full upside participation, and remaining invested over market cycles is the only proven way to successfully compound your money. We believe in taking intelligent risks and avoiding reckless risks.

2. Be Independent & Objective: We strive to remain independent of any single asset manager, platform, or company – we base our investment decisions solely on a strategy’s merits and attempt to avoid any conflicts of interest. This means we aren’t swayed by external factors and ensures each investment is selected for the right reasons.

3. Put in the Work: We continuously monitor global financial markets, geopolitical developments, and economic health – this allows us to make informed decisions built on diligent research. We have a true passion for investment research and are constantly striving to better learn, understand, and refine.

4. Remain Fee-Conscious: Fees erode your investment returns over time and we aim to keep our portfolio expenses below industry averages. This ensures you keep more of your return.

5. Communicate Effectively: We are available to answer your investment questions, provide timely updates on our strategy, and provide useful educational resources to improve your investment knowledge. This increases the likelihood you stick with your investment plan through highs and lows.

Disclosures: All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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