DEM Aliance Program
Disciplined Equity Management's Investment Professional Alliance (IPA) is a turnkey asset management program for CPA's, financial planners, attorneys, and other investment professionals. IPA combines DEM's investment expertise, institutional resources, and existing infrastructure with your tax/estate planning business to provide your high net worth clients with an efficient, co-coordinated financial solution. We enable you to enhance your existing relationships with your best clients by offering them access to our institutional quality portfolio management. Furthermore, we provide you a platform for expanding your business without increasing your workload.
We offer two levels of our IPA Program:
IPA Referral: DEM's IPA Referral Program is our elite network of attorneys, CPAs, insurance agents, and other investment professionals who share our commitment to outstanding customer service. Having this network assures us that our clients have access to the very best people when they require a service beyond our expertise. This program is designed for professionals who are not registered investment advisors, yet may wish to make our services available to their high net worth clients. We created this program in response to the growing number of professionals who have become reluctant to refer their clients to traditional financial advisors because of poor performance and poor service
IPA Outsource: Our IPA Outsource program is designed for investment professionals who are already registered investment advisors or certified financial planners but do not manage money in-house. Under this program, you provide your clients with comprehensive financial planning and asset allocation based on your intimate knowledge of your clients' financial situation. We then manage your clients' accounts behind the scenes by combining your recommended asset allocation with our unique portfolio management skills. On an ongoing basis, you simply continue to manage your relationships by including portfolio reviews as part of your client meetings. We manage the accounts, track the portfolio data, provide both quarterly and year-end statements, and share the management fees with your firm.
Please contact us to learn how we can make your practice stand out from the crowd.