Investment Partners, LTD.
Investment Partners, Ltd. is a registered investment adviser headquartered in Parsippany, New Jersey. Founded in 1996, the firm serves a variety of clients including individuals and institutions, focusing on tailored investment advisory and management services. The firm is regulated under the Investment Advisers Act of 1940 and manages hundreds of millions in client assets. Employee count is not explicitly stated in sources, but typically such firms have a small team of professionals serving client portfolios.
Investment Strategy
Investment Partners, Ltd. provides investment advice and portfolio management primarily for mutual funds and other securities, with a strategy focusing on selecting mutual fund share classes and managing client portfolios to meet their financial objectives. Historically, the firm has managed assets with attention to mutual fund selection, although it has been cited by regulators for not adequately disclosing certain conflicts of interest regarding mutual fund share class fees and recommendations. The firm’s approach would generally be characterized as comprehensive financial planning and discretionary portfolio management for its clients.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 5.81% | $15.4M | 36,184 | $139.63 | $424.58 | +$2.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.42% | $14.3M | 251,120 | $46.96 | $57.01 | +$4.0M |
I IWD | ISHARES TR | 4.25% | $11.2M | 57,861 | $110.36 | $194.23 | +$770.0K |
M MSFT | MICROSOFT CORP | 3.94% | $10.4M | 20,924 | $159.66 | $497.41 | +$1.9M |
V VWO | VANGUARD INTL EQUITY INDEX F | 2.87% | $7.6M | 153,169 | $42.39 | $49.46 | +$1.1M |