IPEX is an independent investment consulting firm that works primarily with small to mid-sized institutional clients, especially not-for-profit organizations. IPEX helps clients structure their overall investment program, set investment objectives, select a strategic asset allocation, and choose investment products like money managers, mutual funds, and exchange traded funds. IPEX monitors the investment program and provides quarterly reports. IPEX works on either a discretionary or non-discretionary basis.
Assets Under Management$2.2B
Clients43
Advisors3
Avg. per Client$52M
Avg. per Advisor$750M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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