


Investment Performance Services
Financial Services • Philadelphia, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | Philadelphia, Pennsylvania, United States |
| Phone number | +19123522862 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1986 |
| Employees | 21-50 |
| Socials |
Key Contacts at Investment Performance Services
Brian Marrer
Director Of Investment Performance Reporting
Dan Melloh
Director Of Research
Mark Miller
Director - Defined Contribution Plans
Jennifer Carroll
Head Of Client Operations / Director Of Client Relations
Mitch Green
Ceo
Rich Sichel
Chief Executive Officer
Investment Performance Services Email Formats
Investment Performance Services uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@ips-net.com), used 93.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@ips-net.com | 93.8% |
{first initial}{last name} | jdoe@ips-net.com | 6.2% |
About Investment Performance Services
Investment Performance Services, LLC (“IPS”) is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order to achieve their investment goals. IPS employs disciplined procedures in building investment portfolios, objectively evaluating investment managers, and ensuring consistency in the recommendations we make to our clients regarding all aspects of their investment program. Our experienced team of investment consultants, supported by a dedicated research group as well as analytical and compliance staff, keep clients informed regarding the capital markets, provides asset allocation solutions, and offers insight and understanding of alternative investments.
Investment Performance Services revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $218,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Investment Performance Services has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
Investment Performance Services has never raised funding before.
Investment Performance Services Tech Stack
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Frequently asked questions
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