Investment Performance Services LLC (Savannah)

Name: Investment Performance Services LLC
Address: 570 East York Street, Savannah, GA, 31401
Telephone: 912-352-2862

Investment Performance Services LLC is a pension cosultant based in Savannah. It manages $32.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Investment Performance Services provides pension consulting services, selection of other advisers, educational seminars and workshops, and asset allocation and investment guidelines advice. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Performance Services: assets under management

The assets under management (AUM) of Investment Performance Services LLC is $32.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.7 million each.

Investments

The firm invests in investment and business development companies the most. They account for 51% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 31% of the firm’s portfolio. Investments in other assets form 18% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Performance Services LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Investment Performance Services serves?

The only and largest group of clients of Investment Performance Services is pension and profit sharing plans with 156 clients and $0 of assets under management. Among the 2 most similar advisory firms, Investment Performance Services has the highest percentage of pension and profit sharing plans out of all clients.

None of the firm’s clients are foreign persons or businesses.

Investment Performance Services doesn't advise any private funds.

Careers at Investment Performance Services LLC

The company employs 30 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Frederick Statts has served as the Chief Investment Officer since 1 Jan 2005. Christopher Mcdonough joined the executive team most recently as the Co Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Herbert Clifton Skinner	President, manager	1 Jan 1999	25% - 50%	425804
John Frederick Statts	Managing director	1 Jan 1999	25% - 50%	1440354
James Douglas Catington	Sr. vp, secretary, treasurer	1 Jan 1999	Other	1544341
Thomas Randall Shanklin	Sr. vp	1 Jan 1999	Other	1269736
Herbert Clifton Skinner	Sr. vp	1 Jan 2000	Other	2068742
Mitchell Joseph Green	Sr. vp	1 Jan 2000	Other	2198267
Herbert Clifton Skinner	Chairman emeritus	1 Apr 2002	Other	425804
Thomas Randall Shanklin	President and managing director	1 Apr 2002	Other	1269736
Mitchell Joseph Green	Executive v.p., secretary, managing director	1 Apr 2002	Other	2198267
Stephen John Lange	First vice president	1 Apr 2002	Other	4572903
Richard Ira Sichel	Senior vice president, principal	1 Apr 2002	Other	4572908
John Frederick Statts	Chairman & managing director	1 Jun 2002	Other	1440354
James Douglas Catington	Senior vice president	1 Jun 2002	Other	1544341
John Francis Whitmore	Chief compliance officer	1 Oct 2004	Other	3135967
John Frederick Statts	Chief investment officer	1 Jan 2005	Other	1440354
Stephen John Lange	Managing principal	1 Jan 2005	25% - 50%	4572903
Thomas Randall Shanklin	Managing principal	1 Jan 2005	Other	1269736
Herbert Clifton Skinner	Managing principal	1 Jan 2005	Other	2068742
Mitchell Joseph Green	Chief operating officer, managing principal	1 Jan 2005	Other	2198267
Richard Ira Sichel	Managing principal	1 Jan 2005	Other	4572908
John Francis Whitmore	Chief compliance officer, vice president	1 Jan 2005	Other	3135967
Mitchell Joseph Green	Chief executive officer, managing principal	1 Jan 2008	25% - 50%	2198267
Richard Ira Sichel	Managing principal, president	1 Jan 2008	25% - 50%	4572908
Susan Catherine Tuttle	Chief operating officer and chief compliance officer	1 Mar 2015	Other	6464901
Jennifer Mink Holmes	Senior consultant, principal, owner	1 Sep 2016	Other	3067760
Stephen John Lange	Principal	1 Jan 2018	Other	4572903
Christopher Mcdonough	Co-chief investment officer	1 Sep 2018	Other	7034490

Based in Savannah

The principal office where Investment Performance Services LLC performs its advisory services is located at 570 East York Street, Savannah, GA 31401, which is also the mailing address of the firm. An additional office of the firm is in Newtown, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 912-352-2862 or by fax 912-355-6866. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ips-net.com.