Wholesale Investments
Expanding your investment universe
Ipsum Wealth believes investors deserve access to a wide range of opportunities. We offer both traditional and alternative investments to help eligible investors build a resilient, multi-asset portfolio.
Partners Private
Through our partnership with Partners Wealth Group, eligible Ipsum Wealth clients can access a broad range of wholesale and alternative investment opportunities through Partners Private. For more information please click the link below.
Visit the Partners Private website.
Our investment offering
- Listed Investments
Access shares, bonds, and managed funds with our guidance. - Custom Portfolios
Investment mixes that reflect your goals, risk appetite, and timeframe.
- Wholesale & Alternative Investments
For eligible clients, we open doors to private equity, real estate, infrastructure, and more. - Due Diligence
Every opportunity is thoroughly vetted for quality and suitability.