A complete list of active advisors currently associated with Integrity Prosperity Security (IPS) Strategic Capital

Warmer can help you find a great advisor at Integrity Prosperity Security (IPS) Strategic Capital or one who fits your needs even better.

The firm provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, and it also acts as adviser and sub-adviser to an investment company through the IPS Strategic Capital Absolute Return Fund. Services include discretionary portfolio management, financial planning and hourly planning engagements, along with subscription periodicals and special reports on securities. The firm’s investment approach emphasizes options-based, risk-managed strategies — primarily trading exchange-listed index options (noting the fund’s index-option tax treatment described as 60%/40%) — coupled with top-down tactical asset allocation using dynamic conditional correlation and technical analysis. It offers hedge overlay services and constructs bespoke structured or synthetic buffered portfolios using combinations of fixed income and options, typically implementing strategies under discretionary authority with periodic account reviews. Noteworthy and less common features include serving as the investment manager to an open-ended mutual fund while excluding client fund shares from direct advisory fees, issuing subscription periodicals and special reports, and providing firm-generated performance reports for clients. The firm also discloses that some personnel may be licensed to sell insurance products and that an external entity conducts oversight and audits of parts of its compliance function, and it regularly aggregates and executes options trades across client accounts.

To learn more about the advisors currently working at Integrity Prosperity Security (IPS) Strategic Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dominick Paoloni	Denver, CO	27

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