- Home
- About INVP
- Your Advisor
- Strategic Partners
- Account Access
- Links & Tools
- Contact INVP
- INVP News
- Market Commentary
Aug 27th, 2009
Investment Partners, LTD named to Top 100 List
In its August 2009 publication, Registered Rep® Magazine has released the annual listing of the The Top 100 Independent Advisors in America. Investment Partners, LTD based in New Philadelphia, Ohio was ranked number 25 on this year’s list with $445,000,000 in assets under management. Investment Partners, LTD jumped 5 spots from last year’s listing at number 30.
According to the magazine, “advisors were ranked by assets under management using the Discovery-RR database system. Discovery maintains data on the registered rep universe then validates the ranking via direct survey.” The article went on to point that, “Some advisors from past years are not on this year’s list.”
“We are both honored and proud to have been recognized as the 25th largest firm in the Top 100 Independent Advisors in America.” “The majority of the firms on the list are in larger cities across the country, so it is especially gratifying to be included”, stated Steve Stocker, managing member and principal in the New Philadelphia office. In addition to Stocker, other advisors in the New Philadelphia office include, Doug Bambeck and Chris Hensel.
“Of course we’re honored and humbled to join this elite membership, thanks to our clients and the relationships we’ve built with them,” said Doug Bambeck. “However, the recognition that always means the most to us is our clients’ continued trust in our firm and services.”
Investment Partners, LTD is a locally owned, SEC Registered Investment Adviser with offices in Columbus, Millersburg, Mentor and New Philadelphia, Ohio. The firm was founded in 1996 and provides Wealth Management Services to High Net Worth and Ultra High Net Worth Individuals, as well as Professional Portfolio Management to Retirement Plans, Corporations, Family Trusts, Endowments and Foundations. (Web site: www.invp.com). Stocker, Bambeck, and Hensel are also Registered Representatives of Commonwealth Financial Network, Member FINRA/SIPC.
Download Top 100 Advisors