Investment Professionals, Inc.

 

 

Peoples Bank of Alabama has partnered with Investment Professionals, Inc. (IPI) to provide our valued clients full-service investment services in one convenient location. Headquartered in San Antonio, Investment Professionals, Inc. is one of the fastest-growing investment firms in the nation and works almost entirely with independent community banks.

 

At Peoples Bank of Alabama our number one priority is very simple… to help you achieve your financial goals.

Choosing the right investment options can often be a bewildering and frustrating process. IPI’s Financial Consultants assist you in selecting the financial strategies right for you. Our goal is to match your current financial picture, investment objectives, and tolerance for risk with appropriate investment options.

 

Consulting with an Investment Professionals Financial Consultant opens up a new world of investment alternatives, including but not limited to:

  • Mutual Funds
  • Stocks and Bonds
  • Fixed and Variable Annuities
  • Insurance Products
  • Comprehensive Financial Planning Services
  • Options, including Covered Call Strategies

Having a broad investment product line is critical to managing money through a wide variety of market cycles. While no one can guarantee future performance, we believe that a disciplined investment strategy coupled with a variety of investment options is the foundation for a successful investment program.

 

 

Understanding Your Investments

 

 

It is important to us that you understand your financial investments. If you ever have questions about any of your accounts, please call Stephen Riddle at (256) 737-7104, or feel free to call the Investment Professionals Home Office directly at (800) 593-8800.

Founded in May of 1992, Investment Professionals, Inc. currently manages programs in more than 80 Financial Institutions in over one-third of the United States.

IPI believes that providing Financial Consultants with unparalleled tools, training and support produces better investment results and client relationships. In an era of increasing scrutiny and regulatory requirements, IPI’s record speaks clearly to their commitment to taking care of Peoples Bank's clients.

 

 

About your Investment Professionals Account

 

 

IPI provides you the assurance you need to do business.

Investment Professionals, Inc. clears all securities transactions through Pershing, the largest correspondent clearing firm in the world. Securities accounts held in custody at Pershing receive unlimited account protection. Of this account protection, the Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, $100,000 of which may be in cash.

The account protection applies when an SIPC member firm fails, but does not protect against losses from the rise and fall in the market value of investments.

More information is available at www.sipc.org.

Securities offered by Investment Professionals, Inc Member FINRA & SIPC, 1) are not FDIC insured, 2) are not deposits or other obligations of the bank or guaranteed by the bank, and 3) involve investment risks, including the possible loss of principal amount invested.

 

 

Stephen Riddle

Financial Consultant

 

stephen.riddle@invpro.com

www.pbainvestments.com

(256) 737-7104 Cullman

(256) 301-0214 Decatur

(256) 737-7013 Fax