Years average Portfolio Manager Industry Experience
100%
Bonds
What Makes Us IR+M.
We know our clients and our clients know us. Together, we work to understand our clients’ investment needs and offer effective solutions to address them.
“For over 35 years, we have maintained a singular focus - managing fixed income portfolios to help our clients meet their unique goals and objectives. By employing a disciplined yet opportunistic approach, we have been able to provide consistent long-term investment results.”
Jim Gubitosi, CFA, Co-Chief Investment Officer
Our Custom Capabilities.
No two investors are the same, and neither are our investment solutions. We work with our clients to uncover what matters to them most, and then create portfolios that meet their dynamic needs.
Cash Management.
Balancing investors’ needs for access to liquidity with their needs for high-quality, well-diversified solutions.
We are committed to accessibility and understanding. It’s about the ongoing dialogue and learning where our clients, consultants, and family offices want to go – and then helping them get there.
As of 9/30/2025 unless otherwise stated. Shareholder count as of 10/1/2025.
@ 2025Income Research + Management. All Rights Reserved.
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