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Investment Professionals, Inc. (IPI) is an independent Texas-based investment, insurance brokerage and asset management firm specializing in the increase of ROA and ROE and the on-site delivery of investment programs for financial institutions across the United States. IPI currently partners with more than 140 financial institutions across the country, whose assets range from $50 million to over $10 billion. IPI has more than $7 billion under management for over 90,000 clients, has no debt and currently employs over 450 people. IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC.
Michael McKeen Fund seeks a high level of current income as is consistent with prudent investment risks from a diversified portfolio primarily of debt securities. Capital appreciation is a secondary objective. The fund invests in individual bonds whose yields and market values fluctuate so that your investment may be worth more or less than its original cost. Bond investments are subject to interest-rate risk such that when interest rates rise, the prices of the bonds, and thus the value of the bond investments, can decline and the investor can lose principal value. Yields and market value will fluctuate in response to changing interest rates and may be affected by the prepayment of mortgage-backed securities. The fund`s investments in foreign securities are subject to currency fluctuation, political climate and economic changes, and risk of loss of principal and interest. All of these factors may result in greater share price volatility
Haskell Brokerage Corporation is a New York, NY-based company in the Financial Services sector.
Flagship Capital PArtners is a Toronto, ON-based company in the Financial Services sector.
Laudus Funds is a San Francisco, CA-based company in the Financial Services sector.