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Active Fixed Income.

Exceptional Client Service.

Since 1987.

Everything we do, we do as a team, and that includes managing our clients’ portfolios.

Our Team.

Our seasoned Portfolio Managers drive every step of our decision-making and investment process, resulting in consistency and rigor. Our knowledgeable Traders and Research Analysts work in tandem with our Portfolio Managers to get our best ideas into the portfolios. And our Client Portfolio Managers, who foster deep connections with our clients and an understanding of their needs, bring it all together.
Meet The Team

Our Beginning.

IR+M was founded in 1987 by father and son John and Jack Sommers, who had a singular vision for our firm – to be extraordinary. Their definition of success included strong, consistent investment performance, but also best-in-class client service, an unrivaled corporate culture, and genuine connections to our community. Their vision is our guiding light.
Boston
Headquartered
38 years
of experience
73
employee shareholders
Value-oriented
Investors

Our Today.

The IR+M of today rests squarely on our foundation as we continue to evolve as a firm. Over the years, our client base has grown – as has our experience, assets under management, product offerings, and number of employees. Our commitment to remaining privately held, active fixed income management, bottom-up security selection, and being ever-better for our clients, our community, and each other has never wavered.

Our Tomorrow.

Our entrepreneurial orientation is ever-present as IR+M looks towards the future. We continue to explore new products and markets as we position ourselves for prudent growth and prioritize investment in our clients and our people.

Learn more about our vibrant IR+M culture.

Our Culture
As of 9/30/2025 unless otherwise stated. Shareholder count as of 10/1/2025.
@ 2025 Income Research + Management. All Rights Reserved.
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