National Strength and Personalized Regional Service
Our Approach is Thorough and Disciplined
Investment Performance Services (“IPS”) is an independent, full-service investment consulting firm that provides proactive advice and customized investment solutions to employee benefit plans, institutions, and individuals across the United States. Our research-driven process and disciplined procedures have a material impact on the investment success of our clients’ portfolios.
Plan Sponsors
We work with Taft-Hartley plans, public funds, and institutions to tailor investment portfolios for defined benefit, defined contribution, health & welfare, and other benefit funds.
Meet Our Consultants
Investment Managers
All research is conducted in-house by our experienced team of investment professionals. Discover more about our research interests and search process.
Meet Our Research TeamOur Services
Designed to Assist With All Phases of The Investment Process
Investment
Consulting Services
Advisory & Discretionary services for DB, DC, HW, and other Funds
Learn More
Participant-Directed
Defined Contribution Plans
Advisory & Discretionary services for 403(b), 401(k), 401(a), 457 Plans
Learn More
Monitoring
Oversight Services
Oversight of Fiduciary Consultants and OCIO programs
Learn MoreUpcoming Events
IPS proudly works for over 300 benefit funds representing working and retired men and women in all 50 states
