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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.
Spire Equity is a Camarillo, CA-based company in the Financial Services sector.
New Atlantis Financial is a Southfield, MI-based company in the Financial Services sector.
Zephyr Associates is a Zephyr Cove, NV-based company in the Financial Services sector.
Stonewood Financial Solutions was founded to meet one simple goal: to help people safely protect and grow their wealth – in ways they never imagined before. How do we do it? Stonewood was founded by actuaries – the engineers of the financial industry. Actuaries are usually found working for big financial corporations. But Stonewood revolutionized the industry by putting that expertise on the client’s side. And that innovation makes all the difference. Our actuaries use their insider knowledge to create innovative financial solutions that are not available anywhere else. And these solutions help our clients address the four biggest roadblocks to saving: stock market volatility, low interest rates, longevity risk and taxes.