Your assets have grown, and now you’re ready to take advantage of a more sophisticated investment to help you reach your goals.
IPC Private Wealth Visio Pools combine an investment approach traditionally accessible only to investors in separately managed account programs with the simplicity of a globally-diversified single-solution portfolio to provide you with clear insight into what you own and how your portfolio is managed.
WhyVisio Pools?
IPC Private Wealth Visio Pools invest in a concentrated selection of stocks, representing the best ideas of leading portfolio managers.
A portion of each Visio Pool is invested in a concentrated set of high-quality investment grade bonds. Using a laddered bond strategy, this component reduces volatility, generates regular income, and can benefit from rising interest rates.
For added global diversification, these actively managed strategies are complemented with an allocation to international equity and fixed income exchange traded funds (ETFs).
BestIdeasFrom Leading Portfolio Managers
Watch these short videos to learn about the unique investment philosophy and approach employed by each of our investment specialists.
Vice President, Director of Equities Research
James Black
Portfolio Manager
Chuck Johnson
Steve Locke
CIO, Head of Fixed Income
Jim Hall
President, Portfolio Manager
Karina Funk
Partner, Portfolio Manager
Geoff Macdonald
Partner, Wealth Manager
ASophisticatedInvestment Approach
The IPC Private Wealth Visio Pools leverage an investment approach that is traditionally accessible only to investors in separately managed account programs.
Concentrated high-conviction Strategies
Leading investment specialists' best ideas provide you with unique and unconstrained income and growth opportunities
Visibility and transparency
Unique structure provides you with greater understanding, increased confidence, and reduced complexity
A more efficient portfolio
A combination of active management and market-based ETFs, and tiered household management costs
Seven Pools to Meet YourObjectives
IPC Private Wealth Visio Pools invest in a concentrated selection of stocks, representing the best ideas of leading portfolio managers.
BalancedIncome
The IPC Private Wealth Visio Balanced Income Pool provides a balance of regular income and potential for capital growth.
IPC Private Wealth Visio Global Advantage Balanced Pool seeks to select companies run by strong management teams with a compelling business model that may be trading at a discount to their intrinsic values and are growing faster than markets.
IPC Private Wealth Visio Global Opportunities Balanced Pool seeks to identify companies with strong competitive positions, defendable barriers to entry, long-term growth prospects and competent management teams.
The IPC Private Wealth Visio Balanced Growth Pool provides a balance of long-term capital appreciation and growth focus with regular investment income.
