Finance
IPG SAN DIEGO
Premier Investment Management
Gilbert Addeo and the team at IPG
I
nvestment Placement Group (IPG) is a premier wealth
management firm serving San Diego along with many
other national and international clients. For over 30
years, IPG has been providing personalized financial
solutions for individuals, families and institutional
investors to help them maintain and accumulate wealth. Their
carefully cultivated team has an extensive financial, business and
entrepreneurial background. Each member of their executive
board has decades of notable experience, including Gilbert
Addeo President & Chief Operations Officer of IPG San Diego,
who gave us some insight into the company.
When asked about how IPG’s approach differs from other firms,
Mr. Addeo stated matter-of-factly that, “IPG is privately owned,
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allowing us to provide investment management specifically
tailored to our clients’ needs with a concierge level of service”.
IPG deals directly with global banks and dealers worldwide
which allows for greater freedom in trading. Additionally, they
use a multiple quotation system which ensures clients receive
the best pricing.
They are also committed to their community. Headquartered
in San Diego, IPG takes pride in giving back both financially
and with their own time. As such, they have established a
corporate social responsibility program with a dedicated team.
By participating in philanthropy where they live and work, they
strive to inspire their own employees to become involved. Mr.
Addeo shared with Giving Back Magazine that their goal is “to