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This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

TIP Group LLC is a state registered investment adviser located in Houston, Texas. TIP Group LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The firm is registered in the following states Texas, Louisiana, and Florida. TIP Group LLC’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.

For information pertaining to the registration status of TIP Group LLC, please contact the state securities regulators for those states in which TIP Group LLC maintains a registration filing. A copy of TIP Group LLC’s current written disclosure statement discussing firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from TIP Group LLC directly upon written request. While the firm has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

TIP Group LLC may discuss and display, charts, graphs, formulas and stock picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While The Ideal Portfolio appreciates the support, The Ideal Portfolio cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit The Ideal Portfolio from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services the company provides. For your privacy, please don’t post or submit account or service-related information on this page. Instead, contact The Ideal Portfolio directly.

Don’t expect a reply to your comments. Please, don’t give investment advice or provide any client information. Keep your comments relevant and please be respectful. Information presented is for educational purposes only. 

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Investment advisory services are provided by TIP Group LLC.