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Metuchen, NJ Office

Team
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Investment Partners Asset Management logo

Investment Partners Asset Management

Team

Firm-wide stats for Investment Partners Asset Management

Total advisors

8

Across 2 offices

Clients per advisor

30 Very Low

Avg AUM per client

$1,149,733 Typical

HNW client ratio

61% Very High

About

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.

Based on Investment Partners Asset Management

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Based on Investment Partners Asset Management

Location

10 Station Place

Metuchen NJ 08840

Advisors at this office

7

Advisors at this office

user avatar

Frank A

Series 63, Series 66

Metuchen, NJ

Investment Partners Asset Management

Frank Abella Jr. is a financial advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Investment Partners Asset Management since 1999 and previously worked for T.R. Winston & Company, LLC for 17 years. He is also involved with Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing, using strategies such as tactical asset allocation, derivatives, and allocations to mutual funds, ETFs, and private funds.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert V

CFA®, Series 63, Series 65

Metuchen, NJ

Investment Partners Asset Management

Robert Voccola is a CFA® charterholder with 10 years of industry experience. He has worked at Investment Partners Asset Management since 2020 and previously held roles at Tradition Asset Management and MDX Wealth Management. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with a focus on value investing, utilizing a range of strategies including tactical asset allocation, derivatives, and allocations to various fund types and independent managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Gregg A

Series 63, Series 65, Series 66

Metuchen, NJ

Investment Partners Asset Management

Gregg Abella is a financial advisor at Investment Partners Asset Management in Metuchen, NJ, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at Investment Partners Asset Management since 2000 and previously spent 17 years at T.R. Winston & Company, LLC. Investment Partners Asset Management is a SEC-registered advisory firm serving individuals, including high-net-worth clients, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christina S

Series 65

Metuchen, NJ

Investment Partners Asset Management

Christina Sharkey is a financial advisor with Investment Partners Asset Management and holds a Series 65 designation. She has eight years of experience as a CPA and EA through her work at Calico CPA LLC, in addition to two years in the financial advisory industry. Her prior roles include positions at Mandel Feketi & Bloom CPAs, Robert Half, and Intuit. Investment Partners Asset Management is an SEC-registered advisory firm serving individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $333 million in client assets, employing a value-oriented investment approach across equities, fixed income, mutual funds, ETFs, and specialized strategies including options and derivatives.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Brian B

Series 63, Series 65

Metuchen, NJ

Investment Partners Asset Management

Brian Brown is a financial advisor at Investment Partners Asset Management with 23 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including T.R. Winston & Company, LLC and Community Informatics. Brown is also involved with Investment Partners Group, a holding company engaged in investment advice and consulting. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach with an emphasis on value investing and uses a range of strategies including tactical asset allocation, derivatives, and allocations to various funds and independent managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Dekker B

Series 65

Metuchen, NJ

Investment Partners Asset Management

Dekker Buckley is a financial advisor at Investment Partners Asset Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at T3 Trading Group, LLC, and held roles outside the financial sector, including at TMHCC Surety Group and in education. Investment Partners Asset Management serves individual and high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside consulting services. The firm employs a multi-style investment approach focused on value investing and utilizes a range of instruments, including derivatives and structured products.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Thomas S

Series 63, Series 65, Series 66

Metuchen, NJ

Investment Partners Asset Management

Thomas Shepherd is an advisor with Investment Partners Asset Management in Metuchen, NJ, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with Investment Partners Asset Management since 2008 and previously worked at T.R. Winston & Company, LLC for 13 years. Shepherd is also involved with Investment Partners Group and its subsidiaries, a holding company engaged in investment advice and consulting. Investment Partners Asset Management is a SEC-registered advisory firm serving individuals, trusts, estates, business entities, and pension or profit-sharing plans. The firm manages approximately $333 million in client assets and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and structured products, with a generally value-oriented approach.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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