Boutique Growth Small to mid-sized asset manager with revenue between 10M and 25M and a fiduciary, fee-based model positions IPS Strategic Capital as a partnership candidate for outsourced portfolio management, RIA support, or wealth management services seeking scalable solutions without large enterprise overhead.

Experienced Leadership Founder and CIO Dominick Paoloni brings 30+ years of industry expertise, strong credentials (CIMA CFP), and a proven track record of risk-managed strategies, making the firm a compelling opportunity for advisory collaborations, consulting engagements, or co-branded product offerings.

Technology Stack Current tech usage includes WordPress, Shopify/WooCommerce, Calendly, Brevo, and Google/Microsoft tools. This indicates openness to modern operations, client onboarding enhancements, marketing automation, and potential for technology-enabled services or advisory platform integrations.

Brand & Philanthropy Senior leadership involvement with Compass Rose International and a focus on service to others enhances brand trust and differentiates IPS in a crowded market, presenting opportunities for strategic ESG partnerships, charitable fundraising collaborations, and co-marketing with impact-focused initiatives.

Market Positioning As a fee-based fiduciary alternative to large incumbents, IPS may appeal to high-net-worth clients seeking personalized service. There is potential to cross-sell scale efficiencies, transition opportunities from larger firms, or develop white-label/private-label solutions for independent advisory channels.