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About Investment Placement Group

Investment Placement Group (IPG) is a boutique wealth management firm based in California, operating as a broker-dealer. With over four decades of experience, IPG serves both domestic and international clients, focusing on stability, reliability, and trust. The firm emphasizes traditional values such as humility, discretion, and personal service. IPG offers a variety of services tailored to high-net-worth individuals, families, and family offices, as well as institutional services for Registered Investment Advisors (RIAs) and asset managers. Their offerings include wealth management, estate and succession planning, and personalized concierge services. The firm employs a detailed investment process that combines macroeconomic research with fundamental analysis, leveraging relationships with global banks to provide clients with access to a wide range of investment opportunities. IPG is affiliated with several financial service companies and is registered with regulatory bodies, ensuring a robust framework for its operations.

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