fib-with-writing

Fund Manager

Dominick Paoloni, CIMA®
Founder & CIO, IPS Strategic Capital; Portfolio Manager, IPSAX

Dominick Paoloni serves as the Portfolio Manager for the Fund.  Mr. Paoloni is the Founder and Chief Investment Officer of IPS Strategic Capital which was established in 1993.  He earned his undergraduate degree from the University of Colorado, Boulder.  He has completed the College for Financial Planning’s CFP® certification program, and received his Certified Investment Management Analyst (CIMA®) degree through the Wharton School of Business.


Our Fund

IPS Strategic Capital Absolute Return Fund (IPSAX)


IPSAX Fund Documents

Fund Prospectus

Click here to view the Fund Prospectus for the IPS Strategic Capital Absolute Return Fund (IPSAX).

Statement of Additional Information

Click here to view the Statement of Additional Information (SAI) for the IPS Strategic Capital Absolute Return Fund (IPSAX).

Annual Reports

2016 Semi-Annual Report for the IPS Strategic Capital Absolute Return Fund (IPSAX).

2017 Annual Report for the IPS Strategic Capital Absolute Return Fund (IPSAX).

XBRL Files for the IPS Strategic Capital Absolute Return Fund (IPSAX).

Keep in mind that investing involves risk.  The value of your investment will fluctuate over time, and you may gain or lose money.

An investor should consider investment objectives, risk, charges and expenses carefully before investing.  Click here to obtain a prospectus which contains this and other information, or call 877-244-6235.  Read the prospectus carefully before investing.

How to Invest

Investing through a Financial Advisor

To open an account with the IPS Strategic Capital Absolute Return Fund you should contact a financial advisor at the financial institution of your choice.

There is no minimum investment requirement for accounts opened through a financial advisor, although some financial intermediary firms may impose their own minimum investment requirements.

Investing Directly with the Funds

For eligible investors seeking to open an account directly with the IPS Strategic Capital Absolute Return Fund, please download and carefully read the fund’s prospectus (click here) as well as the appropriate Account Application available by email request by clicking here.

Please mail a check payable to IPS Strategic Capital Absolute Return Fund in the applicable minimum amount, along with a completed and signed Account Application to:

IPS Strategic Capital Absolute Return Fund
c/o M3Sixty Administration, LLC
4300 Shawnee Mission Parkway
Fairway, KS 66205

Applications must include your valid taxpayer identification number.

You may also purchase IPS Strategic Capital Absolute Return Fund shares by wire transfer from your bank account to your fund account.  To place a purchase by wire, please call 877-244.6235 for more information.

About Us

IPS Strategic Capital, Inc. (“IPS”), a Colorado corporation, serves as the investment adviser to the IPS Strategic Capital Absolute Return Fund (IPSAX).  The Adviser is a registered investment adviser which offers investment advisory services to individuals including high net worth individuals and investment companies.

Dominick Paoloni, CIMA®, is the Founder and CIO.

To learn more about IPS Strategic Capital, please click here to be directed to our firm’s website.

Contact

IPS Strategic Capital

215 S. Wadsworth Blvd, Ste 540
Denver, CO 80226
Ph: 303-697-3174

Matrix 360 Distributors, LLC

4300 Shawnee Mission Parkway
Fairway, KS 66205
Ph: 877-244-6235

Direct Contacts

For general questions or support

Toll Free
Ph: 877-244-6235

For Advisors with questions:

Ph: 303-697-3174
Email: IPSAX@investps.com

For Institutions with questions:

Dominick Paoloni
Ph: 303-697-3174
Email: Dominick@investps.com

Important Disclosures – Please Read:

Information found on this site is directed to U.S. Investors.

Shares of the Fund are distributed by Matrix 360 Distributors, LLC, 4300 Shawnee Mission Parkway, Fairway, KS 66205.

NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE.

Live Market Data

  • Loading stock data...