INVESTMENT PARTNERS Overview
Investment Partners Ltd is an investment advisor that manages 329.3 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 191MM in positions, representing 58% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 191MM in positions, representing 58% of the manager's regulatory AUM.
INVESTMENT PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
INVESTMENT PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWF | 5.96% | ETF | 6.83% | 0.12% | 0 | 12% | ||
| IWD | 5.51% | ETF | 1.33% | -0.13% | 0 | 10% | ||
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FEATURED IN
INVESTMENT PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven C. Stocker | Chief Executive Officer And Managing Member | April-1996 |
| Matthew W. Campbell | Member | July-2007 |
| Douglas G. Bambeck | President And Member | July-2007 |
| Douglas A. Feller | Member | July-2007 |
| Chris B. Hensel | Member | January-2011 |
| Douglas G. Bambeck | Chief Compliance Officer | January-2015 |
INVESTMENT PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
INVESTMENT PARTNERS Investment Strategy
Item 8 - Client Contact with Portfolio Managers
Because only Investment Adviser Representatives of Investment Partners serve as portfolio managers for the Asset Management Services Program, there are no restrictions placed on the clients’ ability to contact and consult with their portfolio managers. It is the policy of Investment Partners to provide for open communications between the Investment Adviser Representatives and clients. Clients are encouraged to contact their Investment Adviser Representative whenever the client has questions about the
management of their account(s).
Item 9 - Additional Information
...
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Because only Investment Adviser Representatives of Investment Partners serve as portfolio managers for the Asset Management Services Program, there are no restrictions placed on the clients’ ability to contact and consult with their portfolio managers. It is the policy of Investment Partners to provide for open communications between the Investment Adviser Representatives and clients. Clients are encouraged to contact their Investment Adviser Representative whenever the client has questions about the
management of their account(s).
Item 9 - Additional Information
...
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INVESTMENT PARTNERS Portfolio Concentration
INVESTMENT PARTNERS Location
419 W HIGH AVE
NEW PHILADELPHIA, Ohio
UNITED STATES, 44663
NEW PHILADELPHIA, Ohio
UNITED STATES, 44663
INVESTMENT PARTNERS Contact Information
Phone Number: 330-308-9707
Fax Number: 330-308-9303
Website: null
Fax Number: 330-308-9303
Website: null
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