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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