Who We Are

IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. Our investment philosophy and process are based on our belief that careful security selection and active risk management provide superior results over the long-term. By combining the capacity and technology of a larger firm with the culture and nimbleness of a boutique firm, we strive to provide exceptional service for our clients and a rewarding experience for our employees.

By staying true to our investment philosophy, we look forward to delivering strong investment results and exceptional client service to all of our clients.

John A. Sommers, Co-Founder



The IR+M team has been led by the same seasoned professionals since the firm’s inception. Senior Portfolio Managers are engaged in all aspects of investment decision making, ensuring consistency across our investment philosophy and process. The efforts of our Portfolio Managers are supported and strengthened by dedicated Research Analysts. Our Client Portfolio Managers have deep knowledge of each client’s needs and insight into their portfolios. Together, these professionals deliver exceptional client service.

Core Values

Core Values

Community Service

IR+M supports charities focused on our community by contributing primarily to causes impacting education, health and wellness, and youth programs, as well as supporting the work our clients do to improve their communities.

One of the hallmarks of our community service initiative is our annual Week of Giving.  For a detailed account of this heartwarming week, please read our post, Have You Filled a Bucket Today?