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.