Our clients are unique. The investment strategies we create for them are customized accordingly.

Nonprofit associations have their own unique financial and investment needs. Having an advisory who has focused on nonprofit association management for over eight years on our team enables us to relate to how you operate and understand many of your needs and concerns.

Raymond James is renowned for its research on the economy, markets, and global events and these insights can be made available to your association and members through articles, newsletters, and speaker presentations. Our team can also provide customized, investment management for your association reserve accounts and for your members who choose to partner with us.

With our innovative and collaborative retirement planning tools, we can be an excellent resource to help develop and manage retirement plans for both individuals and associations. We can also help your association offer a new membership benefit in the form of a multiple employer plan (MEP). This distinct plan structure allows a member company to enjoy the benefits of a larger plan such as potential cost savings, comprehensive investment options, and more.

At IPMG, we have the necessary tools available to help your organization pursue your specific, individual financial planning and investment goals. Our ambition is to provide services and member benefits that will bring value to your association and stakeholders.