Investment Partners Asset Management Inc.

Investment Partners Asset Management is an SEC-Registered Investment Advisor dedicated to preserving and growing client capital, seeking a rate of return commensurate with risk. Our focus is primarily on value style investing, closed-end funds, special-situation investments, income-yielding vehicles, and other investment strategies - generally concentrated in North America. The company's area of core competence is money management. Ancillary to the investment management process, and genereally in conjunction with outside professionals, we may provide estate and inheritance planning, the design of intergenerational wealth transfer programs, financial planning and tax advice, Founded in 1995, IPAM has branches in Metuchen, New Jersey and Williamsburg, Virginia.

Asset Management

IPAM clients are mid-to-high net-worth individuals, family-owned companies, and not-for-profit organizations. They receive highly personalized investment management, portfolio analysis, estate preservation, and advisory services to design and implement a customized comprehensive investment plan. Investment ideas are presented primarily on the intrinsic value of an individual security. Our goal is investment for long-term financial success.

Investment Partners functions either as advisor to the client who acts as decision-maker or as discretionary managers of client portfolios. The money managers at Investment Partners group are focused on a long-term relationship with each client. The clients' interests and goals have always been and continue to be of primary importance to us.

Financial Planning & Estate Preservation

Investment Partners works as a valuable team member along with heirs, executors, attorneys, trustees and accountants to provide clients with knowledgeable advice, insight and guidance to help evaluate financial priorities, develop a strategic plan, and provide the means to implement it.

Through goal setting and planning for personal wealth creation and asset management, Investment Partners provides clients with independent, advice rendered with competence, care, and consideration. The best results are achieved with a realistic strategy suitable for both the present and future.

Now is the time to take control of your financial future

The twin adversaries that eat away at hard-earned assets are inflation and taxation. Therefore, continuity of management is an essential ingredient in guaranteeing the efficient transfer and preservation of capital from one generation to another.

As your investment partner, we become your financial ally allowing you
to focus on life's bigger picture