Investment Performance Services LLC
Legal Name: INVESTMENT PERFORMANCE SERVICES LLC
Full Contact Details
Investment Performance Services LLC
570 EAST YORK STREET, SAVANNAH, GA
912-352-2862
912-355-6866
Other Info
Investment Performance Services LLC, a Georgia Limited Liability Company established in 1988, is an approved firm by the United States Securities and Exchange Commission. With a team of 30 professionals, 13 of whom are in advisory roles, the firm serves 160 clients.
Taft-Hartley | Investment Performance Services | Investment Consulting
Investment Performance Services, LLC is an employee-owned investment consulting firm servicing jointly trusteed benefit plans including Taft-Hartley.
Direct Owners
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CHRISTOPHER MCDONOUGH
CHIEF INVESTMENT OFFICER, SENIOR CONSULTANT owns less than 5%
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JENNIFER MINK HOLMES
SENIOR CONSULTANT, PRINCIPAL owns more than 10% but less than 25%
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MITCHELL JOSEPH GREEN
CHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL owns more than 25% but less than 50%
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RICHARD IRA SICHEL
MANAGING PRINCIPAL, PRESIDENT owns more than 25% but less than 50%
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STEPHEN JOHN LANGE
PRINCIPAL, SENIOR CONSULTANT owns more than 10% but less than 25%
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SUSAN CATHERINE TUTTLE
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER AND PRINCIPAL owns more than 5% but less than 10%