Our clients are unique. So are the investment strategies we create for them.

Nonprofit associations have their own unique financial and investment needs. Having a Certified Association Executive (CAE) with over eight years of association management experience 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, active 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 unique plan structure allows a member company to enjoy the benefits of a larger plan such as potential cost savings, better fiduciary protections, comprehensive investment options, and more.

At IPMG, we have the necessary tools available to help your organization meet 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.