Investment Placement Group in downtown San Diego has operated as an independent broker-dealer and SEC-registered investment advisor from its W Broadway headquarters since 1983. The cross-border wealth management practice serves domestic and international clients through Pershing clearing relationships, coordinating multi-jurisdictional tax compliance with specialists at Dallo Law Group in Bankers Hill. IPG holds FINRA registration under CRD #14458 and maintains offices in San Diego, Miami, and Tucson, with advisory staff spanning three continents to service a global client base. The investment advisory subsidiary, IPG Investment Advisors LLC, carries separate SEC registration and custodies assets through qualified institutions including Pershing, Morgan Stanley, Pictet, and UBP. Portfolio construction encompasses private equity, private real estate, and private debt allocations — an alternative-heavy approach that aligns with local property acquisition counsel from John Gluch for direct real estate positions. The firm specializes in multi-custodial portfolio architecture across Pershing, Morgan Stanley, and Swiss private banking platforms for ultra-high-net-worth families requiring segregated account structures.