IPS is a firm with

national strength that

provides personal

regional service.


About IPS

IPS is dedicated to the Taft-Hartley marketplace and is proud to serve Taft-Hartley benefit funds since 1986.  With two offices in the US, we seek to add material value to the investment success of our clients.  Our firm is independently owned and operated by the principal consultants and key personnel.  We think that is important and so do our clients.  Our ownership structure allows us to align our interests with those of our clients and offers us the opportunity to attract and retain talented professionals to serve our clients' needs.

We believe the key to our success rests on the individuals working at our firm.  Our industry experience has led us to talented people with integrity who understand the unique needs of our clientele.

Meet our Consultants Meet our Key Personnel
Mitchel J. Green, Chief Executive Officer Susan C. Tuttle, Chief Operating Officer, Chief Compliance Officer

Richard I. Sichel, Jr., President

Dee Doonan, Director of Performance and Manager Compliance
Stephen J. Lange, Managing Principal Daniel J. Melloh, CAIA, Director of Manager Research
John F. Statts, Chief Investment Officer Lorraine Keene, Associate, Mid-Atlantic Client Relations

Jennifer Mink, Principal, Senior Consultant

David A. Russell, CFA, Senior Investment Strategist
Brian Hicks, Senior Consultant
Gregory S. White, Consultant  
Jennifer Carroll, Consultant, Mid-Atlantic Client Relations
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