- Oct 02, 2013
FOR IMMEDIATE RELEASE
October 1, 2013
CONTACT: INVESTMENT PLANNERS, INC.
ATTN: JULIE HOVIS
Investment Planners, Inc. Welcomes Dan Weiskopf
Decatur Illinois, October 1, 2013 —Dan Weiskopf, Portfolio Manager and Investment Advisor Representative of IPI Wealth and IPI Wealth Management Inc., have entered into a strategic alliance that brings Access ETF Solutions models strategies and Mr. Weiskopf’s ETF expertise to managed accounts and advisory platforms. David Koshinski, President of IPI Wealth Management states, “We are excited to be able to provide advisors with the expertise in ETF’s that Dan Weiskopf brings to IPI Wealth Management. The growth and evolution of the ETF market place is an important trend in the financial service industry and having Dan as part of our advisor community and as a resource is evidence of our commitment to bring innovation, leadership and resources to advisors and their clients and branch out to outside advisors.” Tim Highland, Executive Vice President of IPI Wealth Management added, “the opportunity to bring Dan’s expertise into our organization continues to differentiate IPI Wealth from other hybrid firms such as ours. We continue to work to bring new strategies and support to our family of advisors and to the industry at large. We are pleased that we were able to attract someone with Dan’s knowledge about ETF structures and portfolio management experience. “
Dan Weiskopf, Portfolio Manager of Access ETF Solution models commented, “I am thrilled to be a part of the IPI family and as an IPI resource and platform solution. IPI has a long history of growth and a clear vision of the future. I am pleased that Tim and Dave recognize how ETF’s can play a role in the firm’s future both as an additional investment tool and as an independent ETF model provider that will have broader application with managed account platforms and providers. The initial four Access ETF Solutions strategies will be managed as Third Party Managed (TPM) designed to meet specific client needs with an emphasis on managing risk on a tactical basis while providing a steady stream of income. I look forward to working with advisors to help them integrate ETFs models into their practices to assist their clients in reaching their portfolio goals.” In addition, “our alliance provides us with distribution reach through Quincy Capital, a third party marketing group, to further expand on open architecture managed account platforms like Placemark Investments UMA Marketplace and such custodians as: Schwab, Fidelity, Pershing and TD Ameritrade.
About IPI Wealth Management, Inc. Based in Decatur, Illinois,
Based in Decatur, Illinois, Investment Planners Inc. is an independent broker-dealer registered in 48 states with offices 25 states. IPI partners with high-caliber financial advisors who are looking to expand their capabilities to best meet their client’s needs. IPI Wealth Management, Inc. is one of the fastest growing wealth management firms in the United States and was named one of the top 10 Fastest Growing Firms by Financial Advisor Magazine. IPI Wealth Management, Inc. of Decatur has most recently been honored with a recognition in the July 2013 issue of Financial Advisor Magazine and naming in the top tier of the 2013 RIA Ranking displaying an RIA asset ranking at over $1 billion.
For more information, visit Investment Planner’s Inc. online at www.investment-planners.com.