Business Philosophy

Independence

As brokers and consultants, we work solely on your behalf. We began, and remain, independent with client advocacy as our top priority.

Education

We believe our depth and breadth of knowledge and strong business ethics differentiate us. The principals of our firm have extensive knowledge and an average of 30 years experience. They are supported by more than 25 staff members with an average of 15 years experience. Collectively, IPS Advisors has over 26 professional designations and 25 undergraduate and graduate degrees.

Assignment of a Professional Team

When you work with IPS Advisors you are assigned an experienced team and knowledgeable support staff which provide you with unparalleled personal service and the value you deserve.

Innovative Edge

We pride ourselves on our leadership in providing innovative solutions to your needs. All of our professionals are required to maintain involvement in local, state and national industry organizations.

Professional Standards

Managing your unique needs requires detailed organization. Our internal review procedures are designed to assure that all your data, reports, in-depth analysis and correspondence are accurate and complete. We also conduct annual reviews with you to identify emerging and changing needs to help ensure continued progress.

Confidentiality and Privacy

Our procedures maintain confidentiality of sensitive client information and we do not sell or provide your information to others for marketing or related purposes.

State of the Art Technology

We have always utilized state-of-the-art and proprietary technologies to enhance your client experience. Today, the speed and flexibility of web-based tools are incorporated into our internal and external communications to ensure we remain at the forefront of effective client service.