Roy Klecha, president and CEO of Seaway Community Bank, a three-branch institution with $175 million in assets in St. Clair, Mich., had a problem last year. His bank had started an investment program a year earlier, but the results had been disappointing.

The broker-dealer's marketing campaign was not bringing in clients and the advisor was leaving. So Klecha turned to Investment Professionals Inc., a San Antonio-based investment and insurance brokerage and asset management firm that specializes in providing turnkey financial advisory services to community banks.

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