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 09/30/16. The fund's latest filing disclosed 177MM in positions, representing 54% of the manager's regulatory AUM.

INVESTMENT PARTNERS StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INVESTMENT PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 2.94% Financials 28.76% 0.07% 0 35%
IR 2.35% Industrials 16.53% 0.16% 0 7%
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FEATURED IN
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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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INVESTMENT PARTNERS Portfolio Concentration

INVESTMENT PARTNERS Location

419 W HIGH AVE
NEW PHILADELPHIA, Ohio
UNITED STATES, 44663

INVESTMENT PARTNERS Contact Information

Phone Number: 330-308-9707
Fax Number: 330-308-9303
Website:

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