A complete list of active advisors currently associated with Investment Partners Asset Management

Warmer can help you find a great advisor at Investment Partners Asset Management or one who fits your needs even better.

Investment Partners Asset Management is a SEC-registered advisory firm that provides discretionary and non-discretionary investment management and retirement plan consulting to individuals (including high-net-worth clients), business entities, trusts, estates, and pension or profit-sharing plans. The firm manages roughly $333 million in client assets and also provides assets-under-advisement services for employer-sponsored plans. The firm implements a range of strategies across individual equities, fixed income, mutual funds and ETFs, and may use both fundamental and technical analysis with a generally value-oriented bias. It also employs more complex instruments and strategies for client accounts when suitable — including options (covered calls and other options strategies), structured notes, inverse products, and derivatives within separately managed allocations — and uses third‑party platforms and independent managers for held-away accounts and specialized mandates. Notable distinctions include an affiliate that operates as a licensed insurance agency and the presence of licensed insurance agents among affiliated personnel, a relationship the firm discloses as a potential conflict of interest. The firm also discloses the use of endorsements in its advertising and documents one-off additional economic benefits from third parties, practices that are less common among similarly sized team firms.

To learn more about the advisors currently working at Investment Partners Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Investment Partners Asset Management's office locations.