IPI Code of Conduct
The code of conduct of a safe harbor is that members do not solicit other members for investments or services. We ask all members, guests and speakers to respect this non-commercial tradition and refrain from giving even informal investment presentations or making solicitations of any kind. Exchanging business cards is entirely appropriate. All IPI members (both new and veterans) agree to preserve this safe harbor.
An important feature of the IPI Code of Conduct is that private investor members are polite and professional in their interaction with all members. This includes welcoming advisors or speakers into the community of learners and respecting their interest in receiving feedback on everything—from forum presentations to their RFI responses.
The Listserv
The freedom to ask, and the assurance of an ivory snow reply – all within a confidential, non-public network – are the foundation of the IPI listserv. Use your judgment when criticizing an advisor or fellow member; no “flaming.” Never print out and/or forward listserv dialogues to anyone other than your own family/family office. If you or your family office changes from ivory snow to dual/non-ivory snow status, you are expected to notify IPI immediately. IPI is not responsible for the views expressed or any actions taken as a result of information shared on the Ivory Snow Listserv. IPI does not edit or otherwise perform due diligence on the responses. Please remember that a member’s opinion may be biased. IPI urges members to perform their own extensive due diligence.
The code of conduct of a safe harbor is that members do not solicit other members for investments or services. We ask all members, guests and speakers to respect this non-commercial tradition and refrain from giving even informal investment presentations or making solicitations of any kind. Exchanging business cards is entirely appropriate. All IPI members (both new and veterans) agree to preserve this safe harbor.
An important feature of the IPI Code of Conduct is that private investor members are polite and professional in their interaction with all members. This includes welcoming advisors or speakers into the community of learners and respecting their interest in receiving feedback on everything—from forum presentations to their RFI responses.
The Listserv
The freedom to ask, and the assurance of an ivory snow reply – all within a confidential, non-public network – are the foundation of the IPI listserv. Use your judgment when criticizing an advisor or fellow member; no “flaming.” Never print out and/or forward listserv dialogues to anyone other than your own family/family office. If you or your family office changes from ivory snow to dual/non-ivory snow status, you are expected to notify IPI immediately. IPI is not responsible for the views expressed or any actions taken as a result of information shared on the Ivory Snow Listserv. IPI does not edit or otherwise perform due diligence on the responses. Please remember that a member’s opinion may be biased. IPI urges members to perform their own extensive due diligence.
INCE
ITS INCEPTION IN 1991, the Institute for Private Investors has provided
innovative educational and networking resources to families with substantial
assets and their advisors.Our primary goal is to change the way investors work with advisors and advisors work with investors, for the benefit of both.
IPI sells no investment products or consulting services, and the non-commercialism is a carefully guarded tradition. Membership dues and educational fees are the sole revenue source of IPI.
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