Strategic Partners

KIPM is an Independent Investment Advisory Firm based in Seoul, Korea that provides IPM with quality foreign equity research, particularly in the Asian Pacific region. We share valuable opportunities, knowledge, ideas and strategies in order to better serve our clients in providing a globally diversified portfolio.



Kim & Associates, PA is a Certified Public Accounting firm located in Salisbury, Maryland. This CPA firm has been working with IPM for more than ten years and serves as our main contact for accounting services. The firm specializes in the following industries: auto, construction, legal practices, manufacturing industry, medical practices, real estate, restaurant services and small businesses. They are a member of American Institute of CPAs and Maryland Association of CPAs.



With over 150 attorneys, Whiteford, Taylor & Preston is one of Maryland’s largest law firms headquartered in Baltimore, Maryland. IPM has partnered with attorneys specializing in the following areas: estate planning, corporate restructuring, succession planning and other business related areas.



TradePMR provides IPM with brokerage and custodial services and is rapidly becoming an industry leader through their convenient web-based trading and management platform. Through their various affiliations, TradePMR became one of the only full-service RIA custodians offering advisors both brokerage and banking services.



MoneyGuidePro is the first collaborative internet-based software that makes financial planning easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.



Morningstar® Advisor Focused Solutions provide a way for institutions to use Morningstar technology and data to meet a specific need in their organizations—from proposal development and point-of-sale compliance to retirement income planning and portfolio analysis.



TradePMR has partnered with Sterne, Agee & Leach, Inc. and serves as IPM's custodian to execute and process securities transactions for IPM's client accounts. Sterne, Agee & Leach, Inc. was established in 1916 and has grown to be one of the most prestigious securities firms headquartered in the Southeast. They are a registered broker/dealer and a member of the New York Stock Exchange.