A Liquid Alternative That Provides Strong Diversification in All Market Conditions
IPS Strategic Capital Absolute Return Fund (IPSAX)
IPSAX Fund Documents
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).
Semi- Annual and Annual Reports
2023 Annual Report for the IPS Strategic Capital Absolute Return Fund (IPSAX).
Semi-Annual Report 2022 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, risks, charges, and expenses carefully before investing. Click here to obtain a prospectus that 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 Mutual Shareholder Services, LLC
8000 Town Centre Drive, Suite 400
Broadview Heights, OH. 44147
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.
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.
Dominick Paoloni, CIMA®
Founder & CIO, IPS Strategic Capital; Portfolio Manager, IPSAX
OIC Advisor Leadership Council
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.
IPS Strategic Capital
215 S. Wadsworth Blvd, Ste 540
Denver, CO 80226
Premier Fund Solutions, Inc.
1939 Friendship Drive, Suite C
El Cajon, CA 92020
Ph: (619) 588-9700
For general questions or support
For Advisors with questions:
For Institutions with questions:
Important Disclosures – Please Read:
Information found on this site is directed to U.S. Investors.
Shares of the Fund are distributed by Arbor Court Capital, LLC | 8000 Town Centre Drive, Suite 400. Broadview Heights, OH. 44147
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE.