Welcome to Investment Performance Services
Whether you are an individual investor, broker, money
manager, corporation, trustee, or have fiduciary responsibility for an
investment plan, you desire to maximize your performance in the financial
markets while minimizing any potential risks. You must evaluate your
portfolio to make educated investment decisions. Even the most
sophisticated investors cannot make informed decisions regarding their
investment portfolios and their advisors without accurate, comprehensive
Does the return on my investment have much meaning without comparison
to a relevant index?
Am I paying too much in transaction costs?
What is my investment allocation? How is my portfolio divided among
stocks, bonds, and super-safe investments such as money market funds and
certificates of deposit? Am I too heavily invested in any one
Have my bonds maintained their creditworthiness? What is my exposure
to interest rates?
Do I know my realized and
unrealized gains and losses so that I can effectively manage my
- Do my statements show the pertinent information on
all of my investments?
Investment Performance Services Group has developed an
infrastructure which provides answers to the above questions. In these
dynamic and often turbulent times, many investors wisely avoid putting all of
their eggs in one basket. They instead opt to diversify investments by
utilizing multiple service providers. IPS Group plays an important role
for investors and their advisors by providing impartial, consolidated reporting
for all assets, no matter where those assets are held or who is managing
them. For example, an IPS Group Client could have one account with Goldman
Sachs, two accounts with Merrill Lynch, a company-sponsored 401K account and an
IRA account. IPS Group`s third-party reporting
brings together all of the
IPS Group has stringent internal guidelines to ensure
that all information is kept strictly confidential.
2595 Broad Ave