INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL
SEC RegisteredA Liquid Alternative That Provides Strong Diversification in All Market Conditions
About the firm
IPS Strategic Capital, Inc. ("IPS"), a Colorado corporation, serves as the investment adviser to the IPS Strategic Capital Absolute Return Fund (IPSAX). The Adviser is a registered investment adviser which offers investment advisory services to individuals including high net worth individuals and investment companies. Dominick Paoloni, CIMA®, is the Founder and CIO.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services; management of the IPS Strategic Capital Absolute Return Fund (IPSAX), a liquid alternative mutual fund
Who they serve
Individuals including high net worth individuals and investment companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 198 | $102M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $100,000 | 1.00% |
| $100,000 to $500,000 | 1.00% |
| Greater than $500,000 | 1.00% |
Data as of March 7, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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