Our FirmOur PhilosophyOur StrengthsOur Services

Our Strengths

IPEX emphasizes personal relationships and client service. Our goal is to make your life easier. We work with our clients to coordinate their entire investment team. The benefits that our clients receive from working with IPEX stem directly from our firm’s structure.


Our independence helps to ensure our objectivity, freeing us from the conflicts of interest that plague many other consulting firms. We provide our clients with trusted counsel that they can rely upon. This point is critical as objectivity is the hallmark of investment consulting.


Our true open architecture approach allows for maximum flexibility. As an IPEX client you could opt to maintain all of your current service providers, or to choose replacements without being constrained by a limited platform of investment options.


Our exclusive focus on investment consulting allows our clients to benefit from outstanding service, as all of our attention and resources are directed at enhancing our consulting capabilities, not ancillary services.


Our boutique structure encourages stability. All of the principals who started the firm remain in place. Our principals are responsible for all client contact. As an IPEX client, you would be working directly with a principal who has many years of investment consulting experience.


Our streamlined approach ensures responsiveness, enhances understanding and promotes communication. There is no bureaucracy at IPEX. Nothing impedes communication between you, our client, and the IPEX principals charged with handling your investment program.