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Info for AdvisorsIndependent Portfolio Consultants, Inc. and the Blue Shores Division are tailored for serving third-party correspondent relationships. Virtually all of IPC’s $1.6 billion of assets under management are a result of serving the needs of top financial advisors across a broad spectrum of national and regional platforms. IPC has over twenty-five third-party relationships in place with various financial institutions and advisory businesses.
The reason we are successful working with many of the nation’s top advisors is simple. First and foremost, Blue Shores always puts the client’s relationship with their advisor first and recognizes investment management is just one aspect a client’s financial services needs and experience. If you would like to learn more about working with Blue Shores, please contact Maribeth Bates, Director of Marketing. 1-800-346-4570
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