IPI Wealth Management, Inc.

IPI Wealth Management serves a broad mix of retail and institutional clients — including individual investors (both non‑HNW and high‑net‑worth), charitable and corporate clients, and retirement plans — by providing discretionary and non‑discretionary portfolio management, financial planning, and access to third‑party manager/TAMP programs. The firm also delivers participant education and one‑on‑one retirement plan advice in addition to modular or comprehensive financial planning engagements.

The firm operates an open‑architecture investment platform built around proprietary, risk‑based model suites (e.g., IPI Intelligent, Executive, ETF, Income, ESG and a Biblically Responsible Equity model) and uses an investment committee framework, with periodic quarterly reviews and collaboration with outside managers for portfolio positioning. IPI also offers written advice and operational management for held‑away retirement accounts and uses an order management approach to implement tax‑sensitive asset‑location and rebalancing strategies across custodial and non‑custodial assets.

What distinguishes IPI from many peers is its operational outsourcing to an appointed systems provider (TAIKO) to facilitate trade execution, model implementation, performance reporting and fee facilitation — an arrangement presented as an outsourced‑agent model rather than a turnkey manager relationship. The firm also acts as a marketing intermediary for other registered advisers, provides both ERISA 3(21) and 3(38) plan services, and discloses the common practice of IARs holding dual registrations (brokerage/insurance), with policies and disclosure designed to address the attendant conflicts.