Painter, VA Office

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.