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Investment Partners Ltd
New Philadelphia, Ohio
Investment Partners Ltd is a leading investment advisory firm headquartered in New Philadelphia, OH, with five branch offices strategically located to serve clients efficiently. With a dedicated team of 19 professionals, they specialize in providing comprehensive investment advisory services to a diverse range of clients.
Out of their talented staff, 11 individuals are solely focused on delivering personalized investment advice, ensuring that each client receives the highest level of attention and expertise. With an impressive average of approximately $215,470,000 in assets under management per investment advisor, Investment Par...see more
Assets Under Mgmt
$580.19M
Investment Professionals
11
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
Reviews for Investment Partners Ltd
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