Investment Performance Services, LLC logo

Investment Performance Services, LLC Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Investment Performance Services, LLC is an independent, full-service investment consulting firm that delivers education, proactive guidance, and customized solutions to employee benefit plans across the United States. The company operates from Philadelphia, Pennsylvania. Guided by governance, ethics, and professionalism, IPS aims to help clients make informed decisions that align with their investment goals.

IPS uses structured processes for portfolio construction and manager evaluation to ensure consistency in its recommendations across a client’s investment program. Its team of investment consultants is supported by a research group as well as analytical and compliance staff who keep clients informed about capital markets, provide asset allocation guidance, and offer insight into alternative investments. The firm operates within the financial services industry, serving client plans nationwide.

Find Investment Performance Services, LLC employees' phone numbers or email addresses

Investment Performance Services, LLC Global Highlights

Location
Employees

North America
50

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  • United States Of America
    50

Europe
1

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  • Ireland
    1

Investment Performance Services, LLC's Leadership

  • Stylized image of a person
    R. S.
    Chief Executive Officer
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    C. M.
    Chief Investment Officer
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    M. M.
    Chief Operating Officer & Cco
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    C. W.
    Chief Investment Officer
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    P. E.
    Chief Investment Officer
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    J. M.
    President
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  • Stylized image of a person
    R. S.
    President
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  • Stylized image of a person
    J. C.
    Director Of Client Relations, Partner/Consultant
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Investment Performance Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Banking
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Investment Performance Services, LLC

Name
Title
Contact Info
Location
Last Update
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    R. A.
    Senior Vice President, Senior Consultant
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    Oct 23, 2024
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    D. M.
    Director Of Research | Consultant
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    United StatesPennsylvania
    Jun 29, 2026
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    M. M.
    Director - Defined Contribution Plans
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    Jun 28, 2026
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    S. K.
    Associate Director Of Client Relations
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    United StatesMississippi
    Jun 07, 2026
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    J. S.
    Manager
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    Oct 21, 2024
  • Stylized image of a person
    B. L.
    Senior Research Analyst
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    United StatesMississippi
    Jun 29, 2026
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    D. G.
    Senior Research Analyst - Private Equity
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    United States
    Apr 10, 2026
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    K. P.
    Senior Investment Analyst
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    United StatesGeorgia
    Jun 26, 2026
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    N. M.
    Senior Performance Associate
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    United StatesMaryland
    Apr 15, 2026
  • Stylized image of a person
    A. F.
    Senior Client Relations Associate
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    May 24, 2025

Frequently Asked Questions

What is Investment Performance Services, LLC known for?

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Investment Performance Services, LLC was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in Philadelphia, Pennsylvania United States. Explore Investment Performance Services, LLC's company overview page for more information.

What is Investment Performance Services, LLC's most common email format?

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Investment Performance Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Investment Performance Services, LLC email formats with LeadIQ.

How many employees does Investment Performance Services, LLC have currently?

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Investment Performance Services, LLC has approximately 41 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Investment Performance Services, LLC's key employees and leadership?

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As of June 2026, Investment Performance Services, LLC's key employees include:

  • Chief Executive Officer: R. S.
  • Chief Investment Officer: C. M.
  • Chief Operating Officer & Cco: M. M.
  • Chief Investment Officer: C. W.
  • Chief Investment Officer: P. E.

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