Premier Investment Management
Investment Placement Group (IPG) is a premier wealth management firm serving San Diego along with many other national and international clients. For over 30 years, IPG has been providing personalized financial solutions for individuals, families and institutional investors to help them maintain and accumulate wealth. Their carefully cultivated team has an extensive financial, business and entrepreneurial background. Each member of their executive board has decades of notable experience, including Gilbert Addeo President & Chief Operations Officer of IPG San Diego, who gave us some insight into the company.
When asked about how IPG’s approach differs from other firms, Mr. Addeo stated matter-of-factly that, “IPG is privately owned, allowing us to provide investment management specifically tailored to our clients’ needs with a concierge level of service”. IPG deals directly with global banks and dealers worldwide which allows for greater freedom in trading. Additionally, they use a multiple quotation system which ensures clients receive the best pricing.
They are also committed to their community. Headquartered in San Diego, IPG takes pride in giving back both financially and with their own time. As such, they have established a corporate social responsibility program with a dedicated team. By participating in philanthropy where they live and work, they strive to inspire their own employees to become involved. Mr. Addeo shared with Giving Back Magazine that their goal is “to find the best opportunities to make a meaningful impact on the organizations they work with”. They have been involved with Casa de Amparo, San Diego Rescue Mission, American Diabetes Association, Social Advocates for Youth (SAY) of San Diego, the Arthritis Foundation and Iron Girl.
Individuals, families, or businesses with substantial assets can grow and protect their wealth with investment management. IPG can help you establish long-term investment goals, develop a strategy to achieve those goals, ensure you understand the risks and benefits of your personalized strategy, as well as monitor and manage your portfolio for the best possible results. With employees that have been with the company for decades, they are able to maintain the family-like services and highly knowledgeable team they have established. As IPG heads into another decade in business, they are focused on continuing to help their clients prosper and safeguard the wealth they have worked hard to accumulate.