Third-party reporting through IPS Group empowers high-net worth individuals and their advisors, via IPS Group`s standard quarterly performance report or other custom reports tailored to meet our client`s needs, with meaningful information.  Key benefits of our reporting service include:

  • Consolidated reporting of all assets, allowing investors to diversify their assets among multiple investment service providers;
  • Data and graphs comparing performance to relative benchmarks;
  • Comprehensive reporting vs. individual statements;
  • Clear, concise and comprehensive reporting;
  • Information necessary to facilitate the estate and tax planning processes; and
  • Reports viewable in printed form, via email or through our secure website.