Competitive Edge

• Income Partners manages assets on behalf of institutional investors and family offices, as well as for private clients, via mutual funds, investment trusts and managed accounts. Our fundamental ability to devise, produce and deliver products for our clients across a range of investment solutions allows us to meet the needs of these sophisticated and demanding clients.

• We are a dynamic company that prides itself on its innovation and specialization. Our goals are completely aligned with those of our clients in the creation of long-term value through income generation and capital preservation.

• The greatest testament to our abilities as investors, asset managers and thoughtful client advisers is the number of long-standing clients that have weathered the numerous economic cycles with us over the past 20 years.  Our clients greatly appreciate our transparency and ability to maneuver successfully through difficult markets.

• Given our longevity in the market place, we have developed a strong and deep global network of clients, service providers, distributors and key relationships which provide the firm with a unique edge in research, due-diligence, deal sourcing, access to corporate & government leaders and market intelligence.

• We have a proven history of delivering above average performance through rigorous and disciplined investment processes, leading us from strength to strength.

• Central to our success, however, is the stability of our staff.  Of the 32 members of our staff team, nearly 50% have been with Income Partners for 10 years or more.  We have very low turnover and are known in the market as an employer of choice.  What this means for our clients is a consistency and continuity of relationships at Income Partners that have lasted for now two decades.  We are proud of our staff team and their accomplishments in creating long-term value for our clients.