Investment Performance Services

Investment Performance Services Overview

Service Limited Partner Consultant
Founded 1986
Founded
Employees 13
Employees

Investment Performance Services General Information

Description

Investment Performance Services (IPS) is an investment consulting firm based in Savannah, Georgia. The firm is an independent, employee-owned firm servicing jointly trusteed benefit plans throughout the United States. IPS's services are exclusive of portfolio management and are offered through two platforms, Standard and Master Consulting. Both programs are designed to address certain aspects of the investment process including investment policy work, asset allocation reviews, investment manager searches, custodial and commission recapture searches and investment performance reporting. The firm was established in 1986.

Contact Information

Website
Year Founded
1986
Service Provider Type
LP Consultants
Primary Office
  • 570 East York Street
  • Savannah, GA 31401
  • United States
+1 (912) 000-0000
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Investment Performance Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Investment Performance Services Team (14)

Name Title Deals Office Contact
Info
Mitchell Green Chief Executive Officer Savannah, GA
Richard Sichel Jr. President Savannah, GA
Susan Tuttle Chief Compliance Officer, Chief Operating Officer, Principal & Senior Consultant Savannah, GA
Stephen Lange Managing Principal & Senior Consultant Savannah, GA
Jennifer Carroll Principal & Consultant, Mid-Atlantic Client Relations Newtown, PA