Community First Bank Chooses Investment Professionals Inc. to Help Customers Achieve their Financial Goals
IPI's tailored service offering options provide community banks with opportunities that truly fit their needs
SAN ANTONIO, June 30, 2015 /PRNewswire/ -- Investment Professionals Inc. (IPI), a national leading provider of investment services to individuals and community banks, announced today that it has partnered with Community First Bank (Community First), a $200 million community bank headquartered in Boscobel, Wis., to provide investment services to their customers.
Community First elected to implement a dually managed IPI investment program in which the bank has the ability to employ an onsite investment professional to serve their customers in all five of their branches. Through IPI, Community First now provides convenient access to a full range of investment products and services, including financial and retirement planning, fixed income, fee-based products, insurance, and annuities in all of their branch locations.
Unlike some broker-dealers, IPI offers custom tailored investment programs specifically designed to meet the needs and goals of community financial institutions.
"IPI's ability to tailor the type of program our partners elect is key to the success of their program," said Investment Professionals Inc. President and CEO Jay McAnelly. "Whether the advisor is an employee of the bank (a dual program), an employee of IPI (a managed program), or a hybrid of the two, it allows the bank to manage cost while investing in the growth of the program."
IPI's flexibility in designing a program that speaks specifically to their partners' needs is a key offering that makes their programs successful and embraces each of their partners' uniqueness.
"An investment program should conform to a bank's needs, not the other way around," said McAnelly.
By partnering with IPI, Community First customers have the opportunity to work with a financial professional to assess their current financial situation and explore wealth management opportunities to help provide a secure future for them and their legacy. IPI prides itself in equipping partners with professionals that truly put their customers' interest and needs at the forefront; Community First customers are no different.
Learn how IPI can help your customers prepare for their future with an on-site investment program at your financial institution by contacting one of our experts: (800) 679-1237 or [email protected].
About Investment Professionals Inc.
Investment Professionals Inc. (IPI) is a leading San Antonio, Texas, based independent investment, insurance brokerage and asset management firm. Since 1992, IPI has specialized in the increase of ROA/ROE and on-site delivery of investment programs for community financial institutions across the U.S. For more information about IPI and its financial professionals, visit www.invpro.com.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals Inc., a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC.
CONTACT:
Amy Watson
Vice President, Director of Marketing
[email protected]
(210) 582-2845
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SOURCE Investment Professionals Inc.
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