IPS Strategic Capital

That Keeps You Doing What You Love

Financial services in Denver, CO (show on map)

5.0

★★★★★

94 reviews

IPS Strategic Capital is the premier financial advisor in Denver, offering personalized financial planning, comprehensive estate planning, and unparalleled wealth management to help clients focus on their passions without financial concerns.

Call (303) 697-3174

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About

IPS Strategic Capital is a premier financial advisory firm based in Denver, Colorado. The firm specializes in personalized financial planning, comprehensive estate planning, and risk-averse wealth management strategies.

By deeply understanding each client’s financial situation and goals, IPS Strategic Capital develops tailored strategies that optimize wealth management while minimizing downside risk. The firm also offers custom commodity hedging solutions and box spread financing for high-net-worth clients, ensuring that their portfolios remain protected and continue to grow. With a focus on integrity, prosperity, and security, IPS Strategic Capital is committed to helping clients achieve their financial objectives and secure their legacy for future generations.

Personalized financial planning

Comprehensive estate planning at no extra cost

Custom commodity hedging solutions

Box spread financing for high-net-worth clients

Proprietary QuantStop pairs trading platform

Services

Wealth Management

IPS Strategic Capital offers unparalleled wealth management services focused on minimizing downside risk while maximizing upside potential, ensuring clients' investments remain protected and continue to grow.

Risk-averse investment strategies Continuous portfolio monitoring Tailored financial planning

Comprehensive Estate Planning

The firm provides comprehensive estate planning services, including custom wills and trusts, at no extra cost, ensuring clients' estate plans align with their financial goals for a secure legacy.

Custom wills and trusts Collaboration with attorneys No additional cost for planning services

Custom Commodity Hedging

IPS Strategic Capital offers specialized commodity hedging solutions to protect oil producers and other commodity-dependent businesses from market volatility and basis risk.

Tailored hedging strategies Reduction of premium costs Protection against downside risk without capping upside potential

Box Spread Financing

Box spread financing allows high-net-worth clients to borrow against their portfolios at low rates while keeping their capital invested and growing.

Low borrowing costs (~4%) Portfolio remains invested Synthetic loan rate accessible to qualified investors

QuantStop Pairs Trading Platform

QuantStop is a proprietary pairs trading software developed by a successful hedge fund, offering real-time stock analysis, backtesting, and beta-adjusted delta-neutral positions to optimize trading decisions.

Real-time stock analysis Backtesting capabilities Beta-adjusted delta-neutral positions Professional-grade trading insights

Credentials & Certifications

CIMA® (Certified Investment Management Analyst)

Since 2020

Reviews

Rating

★★★★★

Reviews

"They have taken good care of my money and been fun to work with."

Frequently Asked Questions

Can my retirement portfolio withstand a bear market? +

IPS Strategic Capital employs risk-averse investment strategies and continuous portfolio monitoring to minimize downside risk while maximizing upside potential, ensuring portfolios remain resilient during market downturns.

Am I reliant on bonds to protect my nest egg in a high interest rate and inflationary environment? +

The firm offers alternatives to conventional diversified portfolios, providing safeguards against spurious correlations during market volatility and reducing reliance on bonds for protection.

How much money will I lose if the stock market falls 30% and interest rates rise to 7%? +

IPS Strategic Capital’s comprehensive wealth management approach includes scenario analysis to quantify potential losses under adverse market conditions, allowing clients to prepare and mitigate risks.

Can I still achieve a comfortable retirement if markets experience a decade of below average returns? +

The firm’s personalized financial planning includes stress-testing retirement scenarios to ensure clients can still meet their retirement goals even in prolonged low-return environments.