Who is IPA

The Investment Program Association (IPA), a national trade association, was formed in 1985 to provide the Direct Investment industry with effective national leadership.
For the last 25 years, the IPA has successfully championed the growth of Direct Investment products, which have increased in popularity with financial professionals and investors alike.
As the leading advocate for the inclusion of Direct Investments in a diversified investment portfolio, IPA’s mission is to promote Direct Investments through education.
The IPA is focused on helping the industry identify some best practices such as:
- How product performance information is reported or disclosed;
- Improving the overall transparency;
- Raising awareness of product in the market through education products;
- Training and promotional efforts and
- Continuing to communicate with advisors to make sure they’re educating their clients on how Direct Investments can help to truly diversify portfolios.
IPA members include 130 Direct Investment product sponsors, broker-dealers and Direct Investment service providers.
The IPA is helping to pave the way for the growth of the Direct Investment industry, uniquely positioned to bring the benefits of direct investing to advisors and investors.

Direct Investments are an important component of a truly diversified portfolio – and should be considered a vital element of an investor’s asset allocations.
The term Direct Investment refers to the individual investing in hard assets. By pooling their capital, individual investors have an opportunity to realize the distinct benefits of investing in hard assets:
- Non-Listed REITs
- Oil & Gas Programs
- Equipment Leasing Programs
- Direct Investments are disciplined investments that can reduce volatility.
The vast majority of Direct Investments are medium to long-term investments designed to be held, seldom traded (unlike traditional investments).
There are several benefits derived from investing in Direct Investment programs, including:
- Income-generating vehicles
- Insulate investor against the volatility of the market
- Not subject to daily stock price fluctuations
- Inflation hedge
- Adds balance and stability to portfolio
- Potential for improved investment performanc
- Protection against investment decisions based on fear/emotion

Media contact: Roxanne Pipitone at 847-519-9150, x2112 or rpipitone@gibbs-soell.com

IPA Factsheet (445.1 KiB)

Job Opening at the IPA: Education Director February 3, 2012
The IPA is looking to hire an Education Director. The Education Director will work closely with the association’s Education Committee to grow the market of financial advisors selling Direct Investment products, including Non--Listed REITs, Oil and Gas Partnerships, Private Placements, Equipment Leasing, and Managed Futures. This individual will be primarily […]
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January 2012 IPA/FINRA Annual Meeting Recap February 3, 2012
On Monday, January 30th, an IPA board designated team met with members of FINRA for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and FINRA, and to learn about FINRA’s priorities for 2012. Please log into the IPA members only site to view the full notes from […]
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Non-traded REITs face tough scrutiny January 19, 2012
InvestmentNews editor Bruce Kelly recently spoke with IPA CEO and President Kevin Hogan, as well as several other IPA-member representatives, to learn more about what to expect in the Non-Listed REIT industry during the upcoming year. Kelly outlined some of the largest industry events of the past year and provided an in-depth look into the […]
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