Subscribers / Partners

The following list includes some of the bank and trust institutions, broker dealers and financial advisory firms, that are using IPS AdvisorPro® to create their fully customized, professional Investment Policy Statements (IPS) for their clients. For a list of testimonials, please click here.

• Ameritas Investment Corporation
  
  
• Burton-Enright Welch

• Cambridge Investment Research

• Cape Ann Savings Trust & Financial Services
  
  
• Capelli Financial Services
  
  

• Capital One
  

• Coldstream Capital Management
  
• Ensemble Financial Services
  
  
• Evensky & Katz
  
• First Bank
  
  
• Focus Financial Planning, LLC
  
  
• Garrett Planning Network
  
  
• Ivy League Financial Advisors
  
  
• Kahler Financial Group
  
  
• K·H·C (Koesten, Hirschmann & Crabtree)
  
  
• Shareholders Service Group
  
  
• Syverson, Strege & Company
  
  
• The Glowacki Group
  
  
• VSR Financial Services, Inc.
  
  
• Yellowwood Financial Advisors, Inc.
  
  

• Support

  • Our Support Department
    is available via email
    Monday - Friday,
    9:00 a.m. – 5:00 p.m.
    Eastern time.

• Mailing Address

  • BLIPS Partners, LLC
    dba IPS AdvisorPro®
    9130 South Dadeland Blvd.
    Suite 1625
    Miami, Florida 33156

• Upcoming Events

• Learn about Investment Policy Statements at FPA Retreat