Investment Placement Group

Specialties

IPG is an independent brokerage firm offering personalized wealth management and private banking services. Broker/​Dealer Services, Investment Advisory Services, Private Banking, Investment Bank.

History

Established in 1984.

Founded in 1984, San Diego-​based Investment Placement Group (IPG) began as a company specializing in private banking. In 1990, the company grew to include institutional banking, and in 2010, investment banking was added to the organization’s mix of financial services offerings. Today, IPG is an independent, full-​service broker/​dealer and a Finra registered member Firm (FINRA website). The company is also registered with the SEC as an investment advisor under the name IPG Investment Advisors LLC, offering: More than 25 years of financial services industry experience, Emphasis on personalized attention for each client, Total discretion on clients’ personal information, Presence in the global financial community, Expertise with domestic and international clients, Committee investment decisions, Definitive presence of the workgroup in the firm, In-​house independent research.

Meet the Business Owner

Adolfo G.

Business Owner

Adolfo Gonzalez Rubio Beckmann, CEO and Chairman

Mr. Gonzalez Rubio possesses over 25 years in the financial services industry in both the U.S. and Mexico. He joined the company in 1990 and worked in sales and trading, was promoted to Chief Operating Officer in 2004, and was elected to his current position in 2009. At IPG, he is responsible for managing the overall operations of the company including trading room operations, sales and marketing, and finance.

Mr. Gonzalez Rubio received a bachelor’s degree in industrial engineering from the Instituto Tecnológico de Estudio Superiores in Guadalajara, Mexico. He has served as a member of several advisory boards in San Diego and Mexico, and currently serves on the advisory boards of Guadalajara World Trade Center and Optima Automotriz in Mexico as well as Interwest in California. He is also honorary vice-​consul for the Panama Consulate.