Investment Partners Asset Management, Inc.
Investment Partners Asset Management, Inc. (IPAM) is an SEC-registered investment adviser located in Metuchen, New Jersey. The firm was founded in 1995 and primarily serves high net worth individuals, individuals, charitable organizations, pension/profit sharing plans, and a small number of corporations. As of February 2025, IPAM manages approximately $263.8 million in assets with a dedicated team of 6 employees, all focused on investment management. The firm distinguishes itself by its personalized approach and experience serving United States clientele.
Investment Strategy
Investment Partners Asset Management employs a diversified investment approach centered on long-term capital appreciation and risk-managed growth. The firm's portfolio is spread across multiple sectors, including significant holdings in large-cap equities—such as Apple, Microsoft, Nvidia, Alphabet, and Amazon—and selective exposure to ETFs, covered call strategies, and fixed income. IPAM integrates both discretionary and non-discretionary management styles, with most assets managed for high net worth individuals. The firm emphasizes tailored strategies to meet client objectives, blending traditional investment philosophies with dynamic allocation, and it is known for an active, value-oriented process focused on quality holdings and prudent risk management.
Latest 13F Filing Activity
Investment Partners Asset Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 156 equity positions with a total 13F market value of $152M. The fund increased holdings in Apple Inc., Alphabet Inc., Nvidia Corporation among other positions. Investment Partners Asset Management, Inc. reduced exposure to Schwab Strategic TR, Vanguard Whitehall FDS, Goldman Sachs BDC Inc. among others.
Top Holdings
Equity Positions (156)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.96% | $9.0M | 35,507 | $192.53 | $254.63 | +$1.7M |
M MSFT | MICROSOFT CORP | 4.32% | $6.6M | 12,652 | $378.04 | $517.95 | +$229.0K |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.30% | $5.0M | 87,658 | $55.40 | $57.10 | +$67.6K |
P PFFV | GLOBAL X FDS | 3.19% | $4.8M | 209,121 | $23.21 | $23.12 | +$461.5K |
N NVDA | NVIDIA CORPORATION | 3.06% | $4.6M | 24,883 | $57.24 | $186.58 | +$598.9K |