Farmers & Merchants has partnered with Investment Professionals, Inc.
(IPI) to provide our valued clients full-service investment services in one
convenient location. Headquartered in San Antonio, Investment Professionals, Inc.
is one of the fastest-growing investment firms in the nation and works almost
entirely with independent community banks.
At Farmers & Merchants our number one priority is very simple… to help
you achieve your financial goals.
Choosing the right investment options can often be a bewildering and
frustrating process. IPI’s Financial Consultants
assist you in selecting the financial strategies right for you. Our goal is
to match your current financial picture, investment objectives, and tolerance
for risk with appropriate investment options.
Consulting with an Investment Professionals Financial Consultant opens up a
new world of investment alternatives, including but not limited to:
- Mutual Funds
- Stocks and Bonds
- Fixed and Variable
Annuities
- Insurance Products
- Comprehensive Financial
Planning Services
- Options, including
Covered Call Strategies
Having a broad investment product line is critical to managing money through
a wide variety of market cycles. While no one can guarantee future performance,
we believe that a disciplined investment strategy coupled with a variety of
investment options is the foundation for a successful investment program.
Understanding Your Investments
It is important to us at Farmers & Merchants that you understand your
financial investments. If you ever have questions about any of your accounts,
please call your Investment Professionals Financial Consultant, Lisa
Wilson at (785) 460-3321, or feel free to
call the Investment Professionals Home Office directly at (800) 593-8800.
Founded in May of 1992, Investment Professionals, Inc. currently manages
programs in more than 80 Financial Institutions in over one-third of the United
States.
IPI believes that providing Financial Consultants with unparalleled tools,
training and support produces better investment results and client
relationships. In an era of increasing scrutiny and regulatory requirements, IPI’s record speaks clearly to their commitment to taking
care of Farmers & Merchants’ clients.
About your Investment Professionals Account
IPI provides you the assurance you need to do business.
Investment Professionals, Inc. clears all securities transactions through
Pershing, the largest correspondent clearing firm in the world. Securities
accounts held in custody at Pershing receive unlimited account protection. Of
this account protection, the Securities Investor Protection Corporation
(SIPC) provides $500,000 of coverage, $100,000 of which may be in cash.
The account protection applies when an SIPC member firm fails, but does not
protect against losses from the rise and fall in the market value of
investments.
More information is available at www.sipc.org. Or log onto IPI’s website at www.invpro.com.
Securities offered by Investment Professionals, Inc Member
FINRA & SIPC, 1) are not FDIC insured, 2) are not
deposits or other obligations of the bank or guaranteed by the bank,
and 3) involve investment risks, including the possible loss of principal
amount invested.
