Income Research + Management is a privately owned U.S. fixed income firm with approximately $75 billion in assets under management. The Firm manages a broad range of fixed income strategies across the maturity spectrum for institutional investors and private clients. Its investment solutions include short duration cash, core, and credit-only mandates for yield-seeking investors, long-term LDI custom portfolios for DB pension plans looking to de-risk, as well as tax-efficient municipal bond and crossover strategies for taxable or private clients. Income Research + Management was founded in 1987 by John and Jack Sommers, and today is predominantly employee-owned. It is headquartered in Boston, MA.

Investment Management

Income Research

Bill O’Malley

John Trydahl

Amy Dimarzio

Randall Jackson

Jim Gubitosi

Sarah Kilpatrick

The Investment and Portfolio Management team at Income Research + Management is responsible for devising and executing investment strategies tailored to client needs, managing a wide range of fixed income portfolios including short duration cash, core, credit-only mandates, and long-term liabilities-driven investments (LDI). This team monitors portfolio performance and risk, ensures compliance with investment guidelines, and collaborates with operations and client services to meet the objectives of institutional and private clients.

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team

Investment and Portfolio Management

About

Team members

Other teams at Income Research

Client Portfolio Management

Technology and Engineering Team