Products & Services
Investment Performance Services Group provides customized detailed investment reporting for individuals, CPAs, business managers, trust departments, foundations, investment advisors and any participant in the financial markets. IPS Group produces a comprehensive summary of our customers` investments and the results of those investment efforts. Our reports allow for critical assessment of the effectiveness of both the service providers and the individual`s own participation in the marketplace.
IPS Group tailors each report to the client`s unique needs. Our goal is to convert data into meaningful information.
Some of the areas that IPS Group`s reports
- Investment performance
- Asset allocation
- Commissions and fees
- Fixed income
- Income and expenses
- Cash flows
- Realized and unrealized gains and losses
- Foreign securities
- Non-registered securities
IPS Group`s reports can be produced for you in print, via email or online through our secure website.