A Global Community of Your Peers
To learn more about IPI membership, please select the category below that would be most appropriate for you and your family or firm.
Individuals and families with substantial assets can take advantage of IPI's programs and resources within a safe harbor for a confidential exchange of information.
NextGen membership allows principals between the ages of 20 and 40 to increase their knowledge of investing and to prepare them for assuming the responsibilities of wealth.
Professionals seeking education and community. Members have the chance to hear speakers on timely topics and to network with other professionals in the wealth management industry.
Within the Advisor community, the Leaders Council holds a unique position. Limited to just 30 firms, Leaders Council members enjoy benefits such as learning alongside private investors at events.
Educational Partners are a select group of leading firms chosen to further the IPI mission with a customized partnership featuring participation across events, online and print outlets.