Texas Broker Dealer, Investment Professionals, Inc., Partner with CD Funding to Expand Products

CINCINNATI - July 25, 2013 - PRLog -- Investment Professionals, Inc. (http://www.invpro.com/) (IPI), investment and insurance brokerage and asset management firm specializing in the on-site delivery of investment programs for community financial institutions, has partnered with CD Funding Group, LLC to expand and enhance its Market-Linked CD (MLCD) platform.

IPI has partnered with CD Funding (http://www.cdfundinggroup.com) to gain access to a broad range of MLCDs from many national issuers, as well as sales training and product education, structure analysis, and marketing support.  According to Leslie Gaylord, VP and Director of Fixed Income at IPI, the expansion of the company’s product offering and the supporting structure analytics will allow financial institutions to broaden client investment relationships and enhance their own competitiveness in the marketplace.

IPI reviewed many other MLCD distributors, and completed extensive due diligence before choosing CD Funding as its exclusive MLCD provider.  “CD Funding was the clear choice for our firm based on their expertise, product analytic capabilities, and the match with our firm’s education and compliance culture,” says Gaylord.  “Additionally, of the firms we considered, they were the only firm we found with the capability to help our individual banks offer proprietary MLCDs if they choose to do so.  We believe it is important to provide our partner financial institutions with products, services, and opportunities to enable them to compete most effectively.”

MLCDs are FDIC-insured certificates of deposit that have a variable rate of return linked to the performance of a market measure, such as an index or basket of stocks.  They provide the opportunity to earn a higher rate of return as compared to traditional CDs or money market accounts while protecting investors from downturns in the markets as all principal is protected when held to maturity.   Financial advisors can offer MLCDs to provide a creative solution for investors looking to gain access to the markets while reducing their exposure to market risk when held to maturity.

“We are very excited to be a strategic partner of IPI, a leader in the investment services space with a national presence of advisors.  We are dedicated to working with the IPI and its advisors to help grow their practice,” states Susan Caverly (https://www.cdfundinggroup.com/about-us/senior-management...), CD Funding SVP and Regional Relationship Manager.  “CD Funding and IPI management staff have worked closely to implement the enhanced platform, which has gone smoothly thanks to similar cultures and integrated technologies.  We see great potential at IPI, and look forward to a prosperous partnership.”

About Investment Professionals, Inc.

Founded in 1992, IPI is a private, Texas-based financial planning, asset management and risk mitigation firm with over $6 billion under management and more than 90,000 clients nationwide.  IPI is a leading provider of on-site bank investment programs and currently partners with more than 150 financial institutions with assets in the range of $35 million to over $7 billion. IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC.

About CD Funding Group, LLC

CD Funding Group, LLC is a strategic partner for banks and credit unions, broker/dealers, and Registered Investment Advisors in the development, implementation, and marketing of proprietary and nationally issued market-linked products.  Established in 2005, CD Funding is headquartered in Cincinnati, Ohio with locations in Boston, Los Angeles, Chicago, and Louisville.  For more information, call 877-213-6570 or visit www.cdfunding.com (http://www.cdfundinggroup.com/).