IPA’s “Guide to Understanding Direct Investments” now available!

We are excited to announce the new client approved IPA Investor Guide, “Guide to Understanding Direct Investments” is now available for ordering!

This Investor’s Guide is a perfect resource for advisors to use with clients they want more informed about direct investments. “Guide to Understanding Direct Investments” provides a clear overview of non-traded REITs, equipment leasing, oil and gas programs, and managed futures.

Developed to help educate investors and provide a better understanding of the different types of direct investments, the guide:

• Provides common ground for advisors and clients for discussing these investments
• Serves as a valuable resource in seminars, for direct mail campaigns, and in client meetings
• Offers concise explanations and helpful information on key aspects of direct investments
• Is FINRA-reviewed and compliance-ready

The “Guide to Understanding Direct Investments” will be available in mid August and is exclusive to IPA members only.

Click here to view and order the Guide.

IPA’s Investor Guidebook Costs:

Quantity* Member Cost

1 – 499                                          $4.50 per book
500 – 999                                    $4.00 per book
1000 +                                         $3.50 per book

Plus Shipping – Delivery approximately 3 to 5 business days.

Customized Back Cover*:

Logo file (high res, jpeg or eps works best), Company name, Individual advisor name and title (if applicable), Phone, Toll-free phone, Fax, URL, E-mail address, Street address

Or if interested a custom line on the cover:  Compliments of (Insert Company Name)

*Customization of the brochure back cover only is available at a flat rate of $750.00 with a minimum order of 500 or more – Delivery approximately two weeks from customization approval.

NON-MEMBERS: IPA has created this guide book for IPA members only as a great resource for advisors to use with clients.  If your firm is not a member of IPA, we would encourage your firm to join IPA and experience the benefits like having access to this educational guide on direct investments.  IPA is the leading advocate for the inclusion of direct investments in a diversified investment portfolio.  The mission of the IPA is to advance the unique benefits of direct investments.  Please contact Tracy at (212) 812-9799 ext. 200 or by email at tmesterharm@ipa.com regarding IPA membership.

We would like to acknowledge a large number of people who diligently and graciously gave their time and energy to make this project become a reality.  This Investor’s guide was truly a team effort and we are so thankful for your contributions.  Our thanks and appreciation go out to the various committee members that made this possible.

Please visit www.ipa.com for additional information and don’t forget to register for the IPA November Conference -Creating a New Tomorrow, November 3rd-5th at the Gaylord Texan Resort and Convention Center in Dallas, TX.

Registration is now open!