Investment Management

FRAMES / NON-FRAMES
ADA Compliant Version


Investment Planning Group, Inc. Divider Bar

The Investment Challenge:

smart investing graph



Most successful people follow a process in making important decisions in their lives. This leads to well thought-out, clear, concise decisions; until the time comes to make investment decisions. Then clarity can lead to confusion. Complex financial issues are often reduced to a fervent sales pitch for the current manager, or investment product reported as hot by the financial media. This "tabloid investing" obscures the two basic goals of serious investors:

To define and implement:
  • A plan to achieve investment objectives within a comfortable time frame,
  • To receive enhanced return with reduced risk.
    • Contrary to the message that popular consumer finance magazines and ratings services relay to investors, market timing and stock selection are not the keys to achieving investment goals. We know that an asset allocation approach, not past performance, specific stock picking, or trying to time the market (in and out), is what will produce positive results.

    Investment Management PictureAt IPG, we employ the Nobel Prize winning theory of Modern Portfolio Theory as the cornerstone of our investment philosophy. This leads to reduced risk over the short and long term as well as more predictability in return. Does this sound like a philosophy you can make plans based on? Remember one of our favorite statements,


    "Hope is not a good financial strategy."


    Contact us today and get a hold of your investments.

    We offer:

    Mutual Funds
    Asset Allocation Investment Programs
    Variable Annuities
    Fixed Annuities
    Stocks / Bonds
    Certificates of Deposit
    Cash Management Accounts

    Investment Planning Group, Inc. Divider Bar
    Site Navigation
    Home / Why? / Contact-Reply Form / Investment Management
    Industry Links / Retirement Planning / Estate Planning / CPAs / BOLI
    View Your Accounts / Business Planning / Attorneys / Indexed CDs
    Tax Planning / Institutional Services / Financial News / Calculators

    Investment Planning Group, Inc. Divider Bar

    Site Designed & Maintained by:
    Cyberpathway Internet Solutions