IPS Group`s investment reports highlight information that is crucial in making day-to-day investment management decisions, as well as in monitoring and executing long-term investment goals.  The combination of ongoing monitoring and easy-to-read comparative reports allows you to improve investment performance.

Our comprehensive reports allow you to:

  • Accurately assess the successes and failures of those with whom you have entrusted your investment decisions.
  • Get a complete picture of your entire portfolio, in addition to an account-by-account analysis.
  • Compare your performance with relevant market indices.

IPS Group`s reports provide a cross-section of information allowing you to evaluate concentrations, performance, cash flows and risks.  As an independent reporting service, we provide only an unbiased evaluation of investment advisors, brokers and financial services providers.  We offer no financial advice nor do we sell securities.