IPA Investor Guide

An IPA branded Investors Guide – Guide to Understanding Direct Investments –

The perfect resource for advisors who are speaking to their clients about adding direct investments to their portfolios, Guide to Understanding Direct Investments provides a clear overview of non-traded REITs, equipment leasing partnerships, oil and gas programs, and managed futures.

Developed to help investors develop a better understanding of the different types of direct investments, the guide:

• Provides common ground for advisors and clients for discussing these investments
• Serves as a valuable resource in seminars, for direct mail campaigns, and in client meetings
• Offers concise explanations and helpful information on key aspects of direct investments
• Is FINRA-reviewed and compliance-ready

Guide books will be available in mid August and are exclusive to IPA members only.

NON MEMBER’S: IPA has created this guide book for IPA members only as a great resource for advisors to use with clients. If your firm is not a member of IPA, we would encourage your firm to join IPA and experience the benefits like having access to this educational guide on direct investments. IPA is the leading advocate for the inclusion of direct investment in a diversified investment portfolio. The mission of the IPA is to advance the unique benefits of direct investments. Please contact Tracy at (212) 812 9799 ext. 200 or email Tracy at tmesterharm@ipa.com regarding IPA membership.

  IPA Investor Guide Flyer (409.5 KiB)