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We are committed to the values of Integrity, Prosperity, and Security, and our primary mission is to protect our clients’ wealth. We work hard to earn your trust, and we would never invest in anything in which we wouldn’t first put our and our families’ money.
Led by CIO and Founder Dominick Paoloni, an internationally recognized expert in the use of options to define and manage risk, our team is constantly researching and adapting our strategies to better help our clients meet their investment goals.
CIO and Founder, IPS Strategic Capital
As the Founder & CIO of IPS Strategic Capital, Dominick Paoloni has served the investment community for over 35 years. After a stint on Wall Street as a broker, Dominick saw the shortcomings of the brokerage model and founded IPS Strategic Capital in 1993 to ensure his incentives were fully aligned with that of his clients
Dominick received his Certified Investment Management Analyst (CIMA®) through the Wharton School of Business and completed the College for Financial Planning’s CFP certification program.
Dominick is an active adjunct professor at University of Colorado & University of Denver where he frequently lectures on the topic of the real-world use of risk-defined money management approaches.
Dominick is a nationally known writer, facilitator, radio host, and commentator. In 2009, he was recognized by Morningstar Advisor Magazine for successfully protecting his clients against the disastrous 2008 meltdown with innovative portfolios which weathered the storm with only a small fraction of the market’s losses. He has also been featured in numerous other publications, including EQ Derivatives Magazine, Financial Planning Magazine, the Denver Post, and the Journal of Investment Consulting, in which he published two white papers.
Highlights
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.
Mallory is responsible for ensuring that all office and client operations are optimized, and she is passionate about maintaining the highest level of satisfaction and client service at IPS.
Mahdi utilizes his knowledge of quantitative analysis, finance, and coding to perform in-depth back-tests and detailed regression analyses for the firm.
Chrisitan utilizes his knowledge of quantitative analysis, finance, and coding to perform in-depth back-tests and detailed regression analyses for the firm.
Vicente's goal at IPS is to ensure accurate, clear communication about IPS, its goals, and the value it provides to its clients.
Brian utilizes his knowledge of quantitative analysis and finance to perform in-depth back-tests and detailed regression analyses for the firm.
Kirk’s goal at IPS is to ensure accurate, clear communication about IPS, its goals, and the value it provides to its clients.
Copyright © 2021. All rights reserved.