Financial consultant
Investment Placement Group
Investment Placement Group, based in San Diego, CA, specializes in wealth management for high-net-worth individuals, families, and family offices, offering a tailored approach to meet the unique needs of their clients. The firm also provides institutional services for registered investment advisors, asset managers, family offices, and other institutions, ensuring comprehensive asset management solutions for institutional and professional investors.
With a commitment to a personal touch and global reach, Investment Placement Group focuses on delivering customized wealth strategies and investment management services. Their expertise aims to support both individual and institutional clients in achieving their financial goals and navigating complex market environments. Generated from the website