Tim Turner, former Supervising Principal, AIF® InterSecurities, Inc. and ORBA Financial Management®

“I’m a big fan of my investment advisory representatives using an IPS as part of their investment process. It helps make sure, up front, what the investment parameters and strategy are before actual investments are made avoiding client surprises and improving our professionalism. IPS AdvisorPro® also offers me document control and better oversight tools.”

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