Independent Portfolio Consultants

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Independent Portfolio Consultants (IPC) is a wealth management firm based in Boca Raton, Florida. Established in 1989, the firm specializes in multi-strategy portfolio design & white-glove asset manager monitoring. Additionally, the firm provides access to world-class asset managers at the cost of a mutual fund. The management board is responsible for the administration of the firm.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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  • Notexample Examplenot
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  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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