Investment Performance Services (IPS) is an investment consulting firm that provides advice to institutional clients like benefit plans, public plans, endowments, foundations, and corporations, as well as high net worth individuals. IPS offers services such as investment policy development, asset allocation reviews, investment manager searches, custodian searches, performance evaluation, and other educational resources. IPS also offers discretionary consulting services, where IPS has the authority to make investment decisions without prior consent.
Fee Structure
IPS's fees are based on the specific services provided and the characteristics of the fund advised. Fees are either fixed or calculated as a percentage of the assets they manage. The annual cost of IPS's services generally ranges from $50,000 to $1,000,000. Fees may be negotiable.