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At our firm, we are unwavering in our commitment to the core values of Integrity, Prosperity, and Security, which underpin our primary mission of safeguarding our clients’ wealth. Trust is of paramount importance to us, and we wholeheartedly believe in investing only in opportunities that we would confidently choose for ourselves and our families.
Under the guidance of CIO and Founder Dominick Paoloni, a globally acknowledged expert in leveraging options to define and manage risk, our dedicated team consistently conducts cutting-edge research and adapts our strategies to ensure that our clients can effectively achieve their investment objectives. We take pride in our ability to provide tailored solutions that align with the unique financial goals of each client, supporting them on their path towards financial prosperity.
CIO and Founder, IPS Strategic Capital
As the esteemed Founder and Chief Investment Officer (CIO) of IPS Strategic Capital, Dominick Paoloni has dedicated over 35 years of his career to serving the investment community. Having started his journey on Wall Street as a broker, Dominick discerned the limitations of the brokerage model and, in 1993, established IPS Strategic Capital to ensure complete alignment of his incentives with the best interests of his clients.
Dominick’s credentials include the prestigious Certified Investment Management Analyst (CIMA®) certification, earned through the Wharton School of Business, and completion of the College for Financial Planning’s CFP certification program.
Beyond his role at IPS Strategic Capital, Dominick actively contributes as an adjunct professor at the University of Colorado and the University of Denver. He frequently imparts his expertise on real-world applications of risk-defined money management approaches to his students.
Dominick’s reputation extends to the national level, as he is recognized as a prominent writer, facilitator, radio host, and commentator. In 2009, Morningstar Advisor Magazine acknowledged him for skillfully protecting his clients during the 2008 market downturn with innovative portfolios that incurred only a small fraction of the market’s losses. His insights and accomplishments have garnered attention in numerous publications, including EQ Derivatives Magazine, Financial Planning Magazine, the Denver Post, and the Journal of Investment Consulting, where he has published two influential white papers.
With such an illustrious career and commitment to safeguarding clients’ interests, Dominick Paoloni continues to be a leading force in the investment industry, guiding his clients toward financial security and success.
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.