David Strege, CFP®

“IPS AdvisorPro® allows us to efficiently develop, communicate and capture the recommended asset allocation and the other investor agreements that are customized for each client’s portfolio.” http://www.syversonstrege.com/

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• Recent Posts

  • New Functionality: Asset Allocation Ranges and Much More
  • Investment Policy Statement Software at IMPACT 2010
  • Advanced Technology: Investment Policy Statement Software @ ABA Annual Convention, Business Expo
  • Investment Policy Statement Software: Standardize Your Process
  • Carol Anderson, President of Money Quotient
  • IPS AdvisorPro® Celebrates 4th Anniversary!
  • IPS AdvisorPro® Exhibited at Recent ABA Conference: Co-Founder Linda Lubitz Boone Commented on Increase in Wealth Mgmt. Opportunities for Bankers
  • An IPS Pro: Norman Boone’s expertise on investment policy statements powers his software product-and his advisory practice.
  • New Functionality Released: Additional Template Control
  • ASN Summit Successful-Norm & Linda Boone, session hosts

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