IPA Investor Guide

An IPA branded Investors Guide – Guide to Understanding Direct Investments – is now available.

The perfect resource for advisors who are speaking to their clients about adding direct investments to their portfolios, 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 investors gain a better understanding of the different types of direct investments, the guide:

Provides common ground for advisors and clients for discussing these investments
Offers concise explanations and helpful information on key aspects of direct investments
Is FINRA-reviewed and compliance-ready

IPA is now offering a complimentary copy of the Guide to Understanding Direct Investments to Financial Advisors (membership is not required to receive your complimentary guide). Request your free copy today.

Copies of the IPA Guidebooks are also free to IPA members in limited quantities. Please contact us to inquire about receiving a supply for you and your organization.

NON MEMBERS: IPA regularly develops great industry resources for IPA members as a benefit to membership.. If your firm is not a member, we would encourage your firm to join IPA to experience these benefits on an ongoing basis.. IPA is the leading advocate for the inclusion of direct investment in a diversified investment portfolio. The mission of the IPA is to advance the unique benefits of direct investments. Please contact us regarding IPA membership.

IPA Investor Guide Flyer (409.5 KiB)

IPA Investors Guide (Preview) (2.2 MiB)

FINRA Letter for the Guide (37.3 KiB)

Media Center

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IPA launches complimentary e-learning course on direct investments February 17, 2012
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IPA – SEC Annual Meeting Recap from February 13, 2012 February 16, 2012
On Monday, February 13th, an IPA board designated team met with staff members of the SEC’s Division of Corporation Finance for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and the SEC and to learn about the SEC’s priorities for 2012. Attendees included: SEC Mike McTiernan, Assistant […]
IPA Webmaster