INVESTMENT PARTNERS ASSET MANAGEMENT
SEC RegisteredCommitted to Being Your Partner in Investing
About the firm
Investment Partners Group manages investments for individuals and families, businesses, and non-profit organizations, applying a comprehensive, rigorous approach balanced with independent research and insight. The firm's management team collectively has over 100 years of business experience across multiple generations, complementary backgrounds, and diverse perspectives on asset management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management and other investment services, including diversified allocations utilizing multiple styles and asset classes, collaborative wealth management plans, and customized portfolio construction using modern financial tools.
Who they serve
Individuals and families, businesses, and non-profit organizations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 93 | $21M |
| High Net Worth Individuals | 148 | $256M |
| Charitable Organizations | 4 | $5.0M |
| State/Municipal Entities | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Large/Small Cap Equity, Cash, International Equity - First $500,000 | 1.75% |
| Large/Small Cap Equity, Cash, International Equity - Next $500,000 | 1.50% |
| Large/Small Cap Equity, Cash, International Equity - Over $1,000,000 | 1.25% |
| Domestic or International Fixed Income - Any Amount | 1.00% |
Data as of February 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INVESTMENT PARTNERS ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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