Income Research + Management

RIASEC RegisteredEst. 1987

Total AUM

$131B

Discretionary

$130B

100% of AUM

Avg account

$83.8M

Accounts

1,559

Employees

218

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 104863
Registered since: May 1, 1987
Website: www.incomeresearch.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Charitable Organizations19.78%
Pooled Investment Vehicles18.89%
Pension & Profit Sharing Plans18.67%
Insurance Companies16.8%
State / Municipal Government13.63%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Income Research + Management is a corporation that provides investment advisory services to both individuals/families and institutional clients. SEC-registered since 1987, the firm operates under a percentage-of-AUM fee model and offers portfolio management across a variety of account types, including separate accounts for individuals and businesses, pooled investment vehicles, and investment companies. The firm identifies as an active ESG investor and classifies itself as an “Other Fund Provider.” Its stated investment preference tilts toward fixed income, with a particular emphasis on investment-grade corporate bonds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Investment Grade Corp Bonds42%
US Government Bonds35%
Other13%
State & Local Bonds7%
Cash & Cash Equivalents1%

Owners & executives

3 of 8

William Omalley
Chief Executive Officer and Co-Chief Investment OfficerCRD 1859293
Meghan Driscoll
Chief Financial OfficerCRD 5356590
Richard Kizik
Chief Compliance OfficerCRD 4919465