A complete list of active advisors currently associated with Investment Research Corporation
Warmer can help you find a great advisor at Investment Research Corporation or one who fits your needs even better.
Investment Research Corporation serves individual investors, high-net-worth individuals and corporations with financial planning, portfolio management and access to third‑party investment managers. The firm provides ongoing investment supervisory services and financial planning that covers retirement, college, tax and estate considerations, and typically charges fees based on assets under management. The firm’s investment approach emphasizes asset allocation and a buy‑and‑hold strategy, focusing on mutual funds with multi‑year track records and strong relative performance, and it prepares client-specific investment policy documentation and regular reviews. IRC also offers non‑discretionary supervisory services and arranges discretionary third‑party manager relationships while continuing to monitor those managers on clients’ behalf. Notably, the firm and its associated persons act as appointed agents of insurance companies and may receive commissions when clients implement plan recommendations through insurance products, a practice that is less common among independent advisers. The firm has a long operating history (founded in 1971), uses solicitor arrangements in certain referral relationships, and receives a disclosed portion of third‑party manager fees in addition to its advisory compensation.
To learn more about the advisors currently working at Investment Research Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Michael, MN
| 43
|
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