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IPLAN
IPLAN is a state-registered investment adviser in Winter Haven, FL. The firm manages $31 million in assets, with $20 million on a discretionary basis.
Overview
IPLAN is a state-registered investment adviser in Winter Haven, FL. The firm manages $31 million in assets, with $20 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Financial Advisory
Location
Region
Latin America
Country
Brazil
Corporate office
Brazil
Frequently asked questions
How does IPLAN source its investment products?
IPLAN constructs portfolios using a combination of directly managed mandates and external funds. The firm allocates across fixed income, equities, and alternatives available in the Brazilian market. Third-party fund selection involves due diligence on local and international managers (public record).
What investment stages does IPLAN typically target?
IPLAN focuses on liquid public-market investments, including stocks, bonds, and real estate funds. The firm does not appear to target early-stage venture, private equity, or direct co-investments. Its mandate centers on multi-asset portfolio management for ongoing allocations (public record).
Which sectors does IPLAN explicitly avoid?
IPLAN has not publicly stated any exclusion policy. The firm's public information emphasizes multi-asset strategies without sector-specific negative screens. Without disclosed guidelines, it is not possible to confirm whether any sectors are avoided (public record).
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