Investment Professionals, Inc. Adds Heritage Bank to Broker-Dealer Platform

SAN ANTONIO, Oct. 4, 2016 /PRNewswire/ -- Investment Professionals, Inc. (IPI), a national leading provider of investment services and programs to individuals and community banks, announced today that it has partnered with Heritage Bank to provide investment services to their customers through IPI's non-deposit investment program.

This partnership provides an opportunity for Heritage Bank to strengthen existing customer relationships and increase market share in its existing footprint in Northern Kentucky.

"We believe our partnership with IPI is a tremendous extension of our trusted relationship with our customers," said H. Lytle Thomas, President & CEO of Heritage Bank.  "Customers are always our main priority.  Through the combined expertise and reliability of both Heritage Bank and IPI, we're ensuring our customers and their families have access to the important investment services they need."

Learn how IPI can help your community bank secure its place among competition by increasing market share and making your institution's non-deposit income a significant component of its bottom line. Contact one of our subject matter experts to discuss an onsite IPI investment program at your bank: http://bit.ly/1UaPXVm

"Creating opportunity for our community bank partners to grow is something IPI has successfully done for more than two decades, and we're excited to welcome Heritage Bank to our platform to do just that," said Jay McAnelly, President & CEO at Investment Professionals, Inc. "IPI's dedication to and expertise within the community banking channel will prove to be an instrumental resource to the bank."

IPI's turnkey program implementation and management provides community bank partners with comprehensive support: from recruiting to business plan design, and goal setting to marketing.

Connect with Investment Professionals, Inc. on social media, including Twitter (@IPI_TX) and LinkedIn, for the latest news and updates.

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.

MEDIA CONTACT:
Amy Watson
SVP, Director of Marketing & Communications
[email protected]  
(210) 582-2845

SOURCE Investment Professionals, Inc.

Related Links

http://www.invpro.com