Investment Performance Services LLC

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Assets Under Management

$746.0M

Number of Clients

Not reported

Number of Advisors

N/A

Avg. Portfolio per Client

N/A

Avg. Managed per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Investment Performance Services (IPS) offers investment consulting services to institutional clients like benefit plans, public plans, endowments, and foundations, as well as high net worth individuals. IPS provides various levels of consulting services, including investment policy development, asset allocation review, investment manager searches, custodian searches, performance evaluation, and monitoring of investment manager compliance. IPS also offers discretionary consulting services, sometimes referred to as Outsourced Chief Investment Officer (OCIO) services.

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Areas of Practice

Investment Management

Location

570 East York Street, Savannah, GA, 31401

0 Advisors at this firm

No advisors found for this firm.