Meet Our Associates

The Client Relations Department (CRD) at IPS consists of experienced professionals who work directly with our consultants and serve as a liaison between a Fund and external third parties including investment managers, custody bank, recordkeepers, and Fund professionals (counsel, actuary, auditor). CRD provides assistance and support with asset transfers, capital calls/distributions, cash raises, manager hires/terminations, investment policy work, and new client onboarding.