With over 35 years of experience in the industry, IPS works with advisors to understand their goals and risk tolerances and develop hedging strategies to address their specific needs. As there is no one-size-fits-all strategy to help clients and advisors manage risk and grow wealth while protecting against the downside, IPS offers complimentary portfolio consulting. With IPS’ expertise in the use of options to protect wealth, we can help you and your clients find optimal solutions.

Dominick Paoloni, CIMA

Founder & CIO

Portfolio Manager, IPSAX
OIC Advisor Leadership Council
Adjunct Professor, University of Denver
& University of Colorado

Patrick Hennessy, CMT

Head Trader

Patrick leads the trading team and is responsible for executing all equity and derivative transactions by utilizing his in-depth knowledge and understanding of options.

Mahdi Mahjoub, MS

Senior Quant Analyst

Mahdi utilizes his knowledge of quantitative analysis, finance, and coding to perform in-depth back-tests and detailed regression analyzes for the firm.

When conducting portfolio reviews, Dominick is assisted by an impressive team led by Head Trader Patrick Hennessy and Quant Analyst Mahdi Mahjoub.  Patrick, who is a Chartered Market Technician, heads the IPS trading team and utilizes his deep understanding of both options and financial markets in analyzing and mitigating risk.  Mahdi, who has a Master of Finance and a B.S. in Mechanical Engineering, supports Dominick and Pat’s work by performing detailed regression analyses of various hedging strategies applied to specific portfolios.

Please contact us if you would like us to conduct a complimentary risk analysis of your portfolio
and make preliminary recommendations of how we can add optionality to reduce your risk.