Investment & Pensions International, Inc., is a registered investment adviser and consulting firm in Stamford, Connecticut, established in 1990, formerly registered with the S.E.C., and now with the Department of Banking in Connecticut.
I.P.I. is not owned or controlled by a financial institution or affiliated with a securities broker-dealer or money management firm. We are therefore able to offer independent, unbiased advice, if required, on an hourly or project fee basis.
We provide views on the global economic outlook, individual stock and financial markets, and currencies.
We provide advice on strategic asset allocation, international investing, alternative investments and, generally, asset-class investing to the smaller pension plans and high net worth individuals. We help these investors efficiently recover their retirement savings from recent stock market losses.
With company pension plans, we provide extensive consulting services to plan participants, helping them to grow and enjoy their retirement savings, both before and after retirement. We also enable them to safeguard and multiply these assets for their heirs, if desired.
Most people do not realize just how large a tax liability is built into their 401(k) plans and IRAs on death or distribution, and how much easier it is for them to mitigate these liabilities by taking appropriate action now.
I.P.I. is not a broker-dealer and does not buy or sell securities. This avoids major conflicts of interest.
We do not provide tax or legal advice.
We do not normally charge for an initial meeting.