Briarcliff Manor, NY July, 2022 – Timber Point Capital Management (TPCM) and IPI Wealth Management, Inc. (IPIWM) are pleased to announce that Timber Point has joined the IPIWM platform both as an RIA advisor and as a sub account manager to the more than 100 IPIWM financial professionals, and their clients nationally. Timber Point will continue to offer Outsourced Chief Investment Officer (OCIO) services through contracting with IPIWM. Timber Point’s growing advisory business will benefit from IPIWM’s experience in the RIA space while TPCM’s money management and OCIO solution brings together the strength of its experienced investment team and process along with holistic sales and marketing support to help guide and support financial professionals.
Timber Point provides global multi-asset investment solutions that can be customized to satisfy customer financial objectives and risk tolerances. Timber Point’s founder and CIO, David Cleary, spent 23 years at Lazard Asset Management where he was the Global Head of Fixed Income and lead PM on over $1 billion in multi-asset portfolios. TPCM was founded in early 2020 and is SEC registered.
David Cleary commented, “We are extremely excited to work with IPIWM, both as an advisor and also as a sub account manager and OCIO provider to IPIWM’s network of RIA professionals. We have already begun to see the scale advantages that working with IPIWM can bring to our RIA team in terms of specific knowledge transfer, timely execution and update on regulatory and compliance issues and state of the art systems automation that help us more efficiently manage the daily RIA operations. We also look forward to providing IPIWM’s RIA network with the opportunity to utilize our OCIO solution as we seek to bring a unique perspective to financial professionals via our tried-and-true institutional quality investment team, process, and risk management. Our differentiated investment approach, inclusive of global investing and alternatives, is designed to meet a broad range of client risk/return mandates over various economic and market regimes. We thank IPIWM for their help integrating TPCM into their platform and for their vote of confidence in our account management and OCIO solution. We look forward to a long and fruitful relationship.
“Bayard Closser, President of IPIWM commented, “We are pleased to welcome Timber Point Capital Management as an advisor to the IPIWM platform as well as to partner with them and offer their account management and OCIO solution to our IPIWM advisors. Timber Point’s investment team has a long history providing customized investment solutions to institutional clients and we believe their pedigree, investment track record as well as personalized service and support will be a true value add investment solution for IPIWM to offer to its advisors, and by extension, their clients.”
To learn more about Timber Point’s OCIO investment solution contact:
Patrick Mullin, Head of Sales and Marketing
pmullin@timberpointcapital.com
phone: 914.645.7745
About IPI Wealth Management
IPI Wealth Management, Inc. is an independent SEC Registered Investment Adviser based in Decatur, IL. The Firm partners with high-caliber financial advisors who are looking to expand their capabilities in meeting their clients needs. IPI Wealth Management is one of the fastest growing wealth management firms in the United States. In 2022, IPI Wealth Management has been ranked in the top 50 Fastest-Growing RIAs from Financial Advisor. This list is created by comparing firms’ year-end AUM to the previous year-end AUM. The list only includes firms with $500 million and over in AUM. IPI Wealth Management was also listed as one of AMERICA’S TOP RIAs. This Financial Advisor ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. Firms must have at least $500 million in assets under management as of December 31, 2021, to be included in the print edition of Financial Advisor magazine’s 2022 RIA survey. Firms with under $500 million will be included in the FA’s expanded 2022 online RIA survey. For more information, visit IPI Wealth Management online at www.investment-planners.com.
About Timber Point Capital Management
Timber Point Capital Management, LLC (TPCM) is an employee owned, New York based, boutique asset management firm that provides global multi-asset investment solutions to a wide range of clientele. Formed in January 2020, TPCM was named investment advisor to three liquid alternative mutual funds in the M360 Trust in April, 2020. The key employees of the firm have successfully worked together on multi-asset investment solutions for over 15 years, primarily at Lazard Asset Management. In addition to OCIO solutions and fund management, Timber Point manages separate account portfolios on behalf of institutions and high net worth investors. You can find more information on our website at www.timberpointcapital.com and an article on the firm’s 2020 launch can be read by clicking here.
The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice.
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