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Investment Professionals, Inc. (IPI) is an independent Texas-based investment, insurance brokerage and asset management firm specializing in the increase of ROA and ROE and the on-site delivery of investment programs for financial institutions across the United States. IPI currently partners with more than 140 financial institutions across the country, whose assets range from $50 million to over $10 billion. IPI has more than $7 billion under management for over 90,000 clients, has no debt and currently employs over 450 people. IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC.
Sage Group Consulting Inc. is a Schaumburg, IL-based company in the Financial Services sector.
Morgens, Waterfall, Vintiadis and Company is a New York, NY-based company in the Financial Services sector.
Sigma Capital Partners is a New York, NY-based company in the Financial Services sector.
Heritage Family of Funds is a Saint Petersburg, FL-based company in the Financial Services sector.