INVESTMENT PERFORMANCE SERVICES LLC

Overview

Investment Performance Services LLC is an owner-managed limited liability company that has been registered with the SEC since 1988. The firm operates as a capital allocator and advisory resource for institutional clients, with explicit capabilities in portfolio management for businesses or institutions and pension consulting. Its advisory scope also includes selecting external advisers and running educational seminars and workshops, signaling a consultative role that extends beyond day-to-day portfolio management. Investment activity focuses on using third-party managers and pooled vehicles to gain exposure to private markets and specialist strategies. The firm does not position itself as an active ESG investor. Given its stated role in selecting other advisers and acting as a pension consultant, the manager allocation emphasis is on sourcing and overseeing external alternative managers, blending private funds with liquid mutual fund exposures where appropriate.

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Investments & Alternatives

Location & Offices