A complete list of active advisors currently associated with IPIC, Inc.

Warmer can help you find a great advisor at IPIC, Inc. or one who fits your needs even better.

The firm provides investment advisory services and general financial planning to individuals, trusts, corporations and retirement plans, and specifically serves pension and profit-sharing plan clients. It also offers pension consulting and 401(k) plan design and administration, with plan-level engagements negotiated on a case-by-case basis. Portfolios are constructed mainly with mutual funds and exchange-traded funds, with individual securities used at client request, and investment advice is guided by a fundamental analysis framework. The firm uses investment‑analysis software to optimize allocations along an efficient‑frontier approach, favors infrequent trading and long‑term positioning, and manages individual accounts on a discretionary basis while offering limited‑discretion plan services where participants retain allocation control. Distinctive features include the firm’s provision of pension consulting and plan design—services that are relatively uncommon among peers of its size—alongside continuity of ownership and a principal with a CFP designation and long tenure in the business. The adviser operates on a fee‑only basis, uses an independent custodian and third‑party research tools, and does not accept commissions or performance‑based fees.

To learn more about the advisors currently working at IPIC, Inc., 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.