Investment Partners Asset Management

Investment Partners Asset Management serves individual and high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and sponsors of self‑directed retirement plans. The firm provides discretionary and non‑discretionary portfolio management, retirement plan consulting, and limited implementation or consulting services on a fee basis.

The ADV describes a multi‑style investment approach that leans toward value investing while employing long‑ and short‑term purchases, trading, tactical asset allocation, and allocations to mutual funds, ETFs, separate account managers and private funds. The brochure also discloses the firm’s use of derivatives and structured products — including options strategies (such as covered calls), structured notes, inverse ETFs and interval funds — and the firm may engage independent managers or sub‑advisors and, occasionally, take activist positions with issuers.

Notable distinctions in the disclosure include an affiliation with an insurance business (an affiliate that is a 50% owner of a licensed insurance agency and a firm representative who is a licensed insurance agent), with the related conflicts of interest disclosed. The firm also discloses receipt of custodial support and occasional one‑off marketing payments and the ability to pay referral fees, and it documents policies allowing client‑initiated unsolicited trades and the holding of externally transferred assets under client direction.