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Jose Lopez Email
VP Private Banking . Investment Placement Group
San Diego, CA
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Employees:
52Revenue:
$9.8MAbout
Investment Placement Group (IPG) provides result-based financial solutions for individuals, families, and institutional investors. We form alliances with world-class independent advisors in wealth management, estate, and succession planning. We also provide a number of personalized concierge services; this is a hallmark of our beginnings as a family office. We follow a detailed investment process. Our trading team identifies opportunities, while our independent research delivers the macroeconomic vision and fundamental analysis needed to make informed decisions. This, coupled with our network of global banks and dealer relationships, provides our clients access to institutional thinking and liquidity worldwide. IPG is comprised of a group of affiliated financial service companies specializing in providing various wealth management and private banking services. Since 1983, Investment Placement Group has been registered with the Financial Industry Regulatory Authority (FINRA) to manage assets for individuals and institutions participating in the financial markets. Its affiliate investment adviser, IPG Investment Advisors LLC has been registered with the Securities Exchange Commission (SEC) since 2010 and its commodities firm, Investment Placement Commodities has been registered with the National Futures Association (NFA) since 1986. Although separate legal entities the companies are under common ownership and operate from the United States, sharing common facilities, infrastructure, vendors, as well as various dually associated personnel. Collectively, this family of financial services companies is referred to as IPG.Investment Placement Group Address
350 10th AveSan Diego, CA
United States