IPS AdvisorPro® Case Studies

As part of our commitment to providing tools, information and best practices to help financial advisors succeed, we are pleased to provide the following case studies that illustrate how different users expand their service offerings through the use of Investment Policy Statements (IPS) and the technology platform of IPS AdvisorPro®.

McNamara Financial Services, Inc.

A Case Study in how a comprehensive financial planning and investment management firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more

The Henderson Group

A Case Study in how a leading family wealth management firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more

Keats, Connelly and Associates, LLC

A Case Study in how a leading cross-border financial advisory firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more

Cape Ann Savings Bank – Trust and Financial Services

How a leading community bank and trust is reducing risk in its delivery of investment advice through the technology platform of IPS AdvisorPro®.  Read more

Syverson, Strege & Company

How a Leading Wealth Coaching Firm is using Investment Policy Statements (IPS) and the technology platform of IPS AdvisorPro® as a competitive advantage in attracting and retaining individual investors and small endowments, foundations and charities. Read more

Monroe Bank & Trust

How a Leading Community Bank is Transforming Their Wealth Management Group Through Investment Policy Statements and IPS AdvisorPro®. Read more

Focus Financial Group, LLC

How an Independent Financial and Investment Planning Firm Utilizes Investment Policy Statements as a Point of Reference and to Maintain Their Standard of Excellence in Client Services and Education. Read more

Shareholders Service Group

How a Leading Custodian Adds Value to Their Advisor Clients through Investment Policy Statements. Read more

Professional Investment Policy Statements

Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.
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Take A Guided Tour

Our online video shows how to easily create an investment policy statement in five simple steps: create a new client, view the questionnaire, choose an asset allocation model, generate and edit the final wording.
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