about the ipa

IPA Rising Leaders Program

IPA Thanks Champion Supporter

Discover More
Down Arrow Icon
guiding principles

Working to inform and advance
our strategic priorities.

The following guiding principles serve to demonstrate our commitment to providing access to alternative investments, in order to create balanced and diversified portfolios for individual investors, with the goal of improving performance and reducing unnecessary investment risk.

The guiding principles reflect and explicitly define our ongoing commitment to educating and empowering investors with straight-forward, transparent and easy-to-understand information to make good financial decisions when considering portfolio diversifying investments. These principles act as a framework to guide our association, our members, financial advisors and other industry stakeholders on how as we provide national leadership, together to provide access to alternatives.

Download PDF
Arrow
testimonials

“Overall, a great experience and a good opportunity to meet others within the industry. I’ve enjoyed participating in the sessions.” 

– Jacob Heidkamp