Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

November 25, 2015 8:10 PM ET

Capital Markets

Company Overview of Income Research & Management

Company Overview

Income Research & Management (IR&M) is an employee owned investment manager. The firm provides its services to high net worth individuals, banking and thrift institutions, investment companies, Taft-Hartley plans, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, and state or municipal government entities. It manages separate client-focused fixed income portfolios. The firm invests in the fixed income markets of the United States. It makes its investments corporate focused, municipal focused, government focused, and convertible securities of short, intermediate, and long duration. The firm employs fundamental analysis with bottom-up stock p...

100 Federal Street

30th Floor

Boston, MA 02110-4106

United States

Founded in 1987





Key Executives for Income Research & Management

President, Co-Founder, Managing Principal, Treasurer, Senior Portfolio Manager, Chairman of Executive and Management Committee, Member of Product Committee, and Member of Investment Governance Committee
Co-Founder, Managing Principal, Senior Portfolio Manager, Chairman, Member of Product Committee, Member of Executive Committee, Member of Investment Governance Committee, and Member of Management Committee
Age: 77
Principal, Director of Operations, Technology, Finance, and Business Risk, Member of Project Committee, Member of Operational Risk and Process Review Committee, and Member of Management Committee
Chief Compliance Officer, Principal, Vice President, Member of Investment Governance Committee, and Member of Operational Risk and Process Review Committee
Senior Vice President, Director of Product Management, Member of Product Committee, Member of Fund Governance Committee, and Member of New Business Committee
Compensation as of Fiscal Year 2015.

Similar Private Companies By Industry

Company Name Region
Dalton Strategic Investment Services Inc. United States
KDC Securities, LP United States
Ashley, Wells & Dorr, Inc. United States
Moag & Company, L.L.C. United States
David Sherman & Company Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Income Research & Management, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at