National Strength and Personalized Regional Service
Our Approach is Thorough and Disciplined
Investment Performance Services (“IPS”) is an independent, full-service investment consulting firm that provides proactive advice and customized investment solutions to employee benefit plans, institutions, and individuals across the United States. Our research-driven process and disciplined procedures have a material impact on the investment success of our clients’ portfolios.
Plan Sponsors
We work with Taft-Hartley plans, public funds, and institutions to tailor investment portfolios for defined benefit, defined contribution, health & welfare, and other benefit funds.
Meet Our Consultants
Investment Managers
All research is conducted in-house by our experienced team of investment professionals. Discover more about our research interests and search process.
Meet Our Research Team
A Different Kind of Investment Firm
See how we ensure working men and women can plan for a secure future and truly rely on retirement income.
Watch on All Access with Andy GarciaOur Services
Designed to Assist With All Phases of The Investment Process
Investment
Consulting Services
Advisory & Discretionary services for DB, DC, HW, and other Funds
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Participant-Directed
Defined Contribution Plans
Advisory & Discretionary services for 403(b), 401(k), 401(a), 457 Plans
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Monitoring
Oversight Services
Oversight of Fiduciary Consultants and OCIO programs
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IPS proudly works for over 250 benefit funds representing working and retired men and women in all 50 states
