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Investment Professionals launches managed account platform with FundQuest

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Investment Professionals, a bank broker-dealer, has launched its Private Asset Management platform in partnership with FundQuest.



Leveraging FundQuest’s asset management capabilities Investment Professionals will offer a wider breadth of wealth management solutions, from managed models to client-directed portfolios.

The programme is currently available to over 300 Investment Professionals financial advisers.

“The PAM platform provides IPI financial advisers with the resources to meet a range of client needs, from high net worth investors to those just beginning to build their investment portfolios,” says Daniel Rodriguez, director of wealth management at Investment Professionals. “FundQuest’s customisable wealth management products allow PAM to service investors across the entire risk profile spectrum, offering an array of asset allocation strategies using investment vehicles such as mutual funds, exchange-traded funds, income portfolios, ActivePassive Portfolios, unified managed accounts, and separately managed accounts.”

“IPI is a leader in its market segment because of its commitment to deliver results to financial institution partners and their clients through frequent product development and enhancements,” says David Robinson, executive vice president of business development at FundQuest, “Their client focus is very impressive, and by leveraging FundQuest’s extensive capabilities, IPI is well-positioned for future growth.”

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