
Investment Professionals, Inc. (IPI) is a private investment brokerage and asset management firm specializing in the onsite delivery of profitable investment programs for banks and credit unions nationwide. IPI currently manages programs across the nation in more than 100 banks with $35 million to over $5 billion in assets. Since 1997 IPI has earned more #1 category rankings than any other broker/dealer in a leading industry survey of bank executives.1 With a down-to-earth, roll-up-your-sleeves approach, we are known for going the extra mile to help clients achieve financial security and live comfortably in retirement – even develop a plan to realize lifelong dreams.