# Investment Partners

Investment Partners is a Bank / Wealth / Trust based in New Philadelphia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Philadelphia, United States
- **Region:** North America
- **Address:** New Philadelphia, OH, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** invp.com

## About

Investment Partners was founded in 1996 and is headquartered in New Philadelphia, Ohio. The firm is structured as a registered investment advisor, operating under a fiduciary standard that legally obligates it to place client interests ahead of its own. Its client base spans individual retail investors, high-net-worth households, and small to mid-sized business entities across the Tuscarawas County region and beyond. The firm provides portfolio management and holistic financial planning services. Its investment approach relies on constructing diversified portfolios tailored to individual client goals, risk tolerances, and time horizons rather than operating a single-house strategy. Asset-class coverage typically includes domestic equities, fixed income, and mutual fund or exchange-traded fund allocations, with an emphasis on long-term wealth accumulation and retirement planning for its private clients. Investment Partners operates as a single-office practice in New Philadelphia without publicly disclosed satellite locations or subsidiary vehicles. The firm has not publicized a distinct philanthropic foundation, separate real-asset arm, or external club-membership structure, consistent with a locally focused advisory model. No recent institutional capital raises or fund closes have been reported. What structurally distinguishes the firm is its Main Street geographic footprint — it is one of the few SEC-registered investment advisors anchoring its practice in Ohio's Appalachian foothills rather than in a major metropolitan financial center. This location shapes a client base rooted in manufacturing-adjacent and agricultural wealth rather than the technology or finance concentrations typical of coastal RIAs.

## Questions

### Is Investment Partners a fiduciary?

Yes. As a registered investment advisor, Investment Partners is bound by the Investment Advisers Act of 1940 to act as a fiduciary for its advisory clients. This means the firm is legally required to put client interests ahead of its own and to disclose any material conflicts of interest.

### How does Investment Partners charge for its services?

Registered investment advisors commonly charge fees based on a percentage of assets under management, hourly or fixed planning fees, or a combination. Investment Partners has not publicly disclosed its specific fee schedule.

## Related profiles

- [Investment Management Group](https://altss.com/profile/investment-management-group)
- [Investment Partners Asset Management (IPAM)](https://altss.com/profile/investment-partners-asset-management-ipam)

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Last updated: 2026-06-03T20:00:00.000Z

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