Institutional Wealth Management for the High Net Worth Individual. Advice You Need to Reach Your Financial Goals Safely and Consistently.
A non-commissioned private wealth management firm with 50 years combined experience, Investment Protection Service provides expert, objective, comprehensive advice and professional portfolio management for accounts of $500,000 and greater. Our firm’s advisor, Dominick Paoloni, cut his teeth on Wall Street and draws on more than 25 years of financial planning experience to serve our clients. He is both a Registered Investment Advisor and a Certified Elder Planner. Joseph Paoloni, MS, MBA, is an advisor to the firm and serves as Director of Pensions for a Fortune 50 company, managing over $800 million in assets. Joseph offers IPS a unique perspective into the institutional-level, private endowment practices that set the trends in the nation’s most elite financial planning circles. Dominick & Joseph personally construct our private portfolio models by hand-selecting an optimum blend of non-commissioned mutual funds, allocating them using Nobel Prize-winning theorems to achieve predictable results with low volatility through all market cycles.
If your goals are to:
Achieve consistent portfolio performance, even in volatile market cycles Reduce your investment risk while amplifying your potential return with greater consistency and certainty Obtain objective, trustworthy, expert advice to guide your investments and forecast market conditions Live in abundance at retirement and maintain the high quality of life you’ve come to expect Never have to wonder if you’re jeopardizing your financial future in the face of market volatility Successfully plan for and fund your children’s education without compromising your retirement goals Pass your estate on to heirs with few or no taxes Prevent catastrophic estate losses due to nursing home costs Protect the inheritance of your heirs from litigation and divorce
Our Specialties:
Investment Portfolio Management Business Pension Planning Retirement Planning: 401(k); SEP; 403(b); Roth 401(k); Roth IRA; Traditional IRA; Simple IRA, Defined Contribution & Defined Benefit Plans (DC/DB) Estate Planning: Trust Evaluation; Estate Tax Reduction; Spousal Income Protection Life Insurance
Our Values Mean We Are Committed To:
Delivering objective, scientific advice with integrity Remaining client-centered—diligently protecting their best interest at all times Reducing investment risk without compromising return potential Shining in down markets—consistently losing less than the benchmarks without hindering our earning potential Maintaining consistent and clear communication with our clients and providing them with frequent updates and market insights Protecting cross-generational family wealth Providing stability and accountability—in our 14th year of business We enjoy a 98% retention rate We are trusted to direct the private portfolios of affluent individuals, families, businesses, & charitable organizations throughout the US and abroad
CONTACT INVESTMENT PROTECTION SERVICE 303-697-3174 www.investps.com
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Dominick Paoloni 
303-697-3174
303-697-3751
