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

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team

Operations and Management Team

Strategy and Business Development Team

Information Technology