Dedicated professional assistance for Fund Administrators, Plan Managers, Executive Directors, and Fund Office Staff.
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.
