Third-Party Reporting
Investment Performance Services Group is a
third-party reporting service. IPS Group provides no financial advice and
does not sell or promote any financial products. As a third-party
reporting service, IPS Group accumulates, verifies, and aggregates investment
information from multiple investment-service providers. We are a
third-party reporting service that fulfills its duty by providing relevant,
unbiased investment and performance reporting to individuals, CPAs, attorneys,
and other financial professionals. The benefits gained by our customers extend
to their relationships with estate-planning and tax professionals.
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