Bank of the Bluegrass & Trust Co. Selects Investment Professionals, Inc. (IPI) as Broker/Dealer
IPI's Approach to Customer Service is Determining Factor
SAN ANTONIO, July 13, 2012 /PRNewswire/ -- Investment Professionals, Inc. (IPI), a leading provider of investment services to community banks, announced today that Bank of the Bluegrass & Trust Co., an established $218 million financial institution headquartered in Lexington, Kentucky, has selected IPI to provide Investment and Wealth Management Services to its customers as Bluegrass Investment Professionals.
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Jerry M. Johnson, Senior Vice President & Director of Wealth Management, comments about the IPI choice, "In deciding to build our investment services platform for our clients, Bank of the Bluegrass evaluated various potential partners and IPI was the hands down winner. IPI technology, built around their delivery system, is second to none. We received very good reports from other community banks in regard to how pleased they are with their relationship with IPI." Johnson adds, "The most important factor in our decision to choose IPI, however, is their people. IPI's staff is extremely responsive and friendly, and we are pleased to have chosen Marti Weeks as Financial Consultant to lead our new alliance with IPI."
Successfully specializing in on-site delivery of investment programs for community banks and other financial institutions, IPI currently partners with more than 130 financial institutions across the country, whose assets range from $35 million to over $6 billion. IPI has more than $5.8 billion under management for over 90,000 clients. IPI has no debt and currently employs more than 300 people.
Jay McAnelly, President and CEO of IPI, states, "Bank of the Bluegrass & Trust Co. sees the value in providing its customers with investment services in addition to bank services. IPI is very excited to help Bank of the Bluegrass grow a successful investment services division."
About Investment Professionals, Inc.
Investment Professionals, Inc. (IPI) is an independent Texas-based investment, insurance brokerage and asset management firm specializing in the on-site delivery of investment programs for financial institutions across the United States.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE Securities and advisory services offered through Investment Professionals, Inc. (IPI), a registered broker-dealer and registered investment advisor. IPI does not offer or provide legal or tax advice; please consult your attorney and/or tax advisor for such services. Member FINRA and SIPC.
MEDIA CONTACT:
Amy Watson
AVP, Marketing Services Manager
[email protected]
(210) 582-2845
SOURCE Investment Professionals, Inc.
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