Investor Resources Inc

Investor Resources Inc. provides discretionary investment advisory services to individuals, high‑net‑worth clients, related trusts, and pension and profit‑sharing plans, and also offers Qualified Retirement Plan Trustee support including 401(k) fund selection, quarterly screening, and employee informational meetings. The firm offers managed portfolio solutions and reporting services but does not provide comprehensive estate, tax, legal, or insurance implementation services.

The firm’s investment approach emphasizes momentum-based methods — relative strength analysis and point-and-figure charting — and relies on mutual funds, ETFs, individual equities and bond funds rather than Modern Portfolio Theory. Its product lineup ranges from an IRI Select Portfolio restricted to no‑transaction‑fee Schwab funds with no more than five positions to Global and Dynamic+ strategies that may concentrate by sector or hold ten to twenty positions, and the firm treats cash as an active asset class that can be held defensively and included in asset‑under‑management calculations.

Distinctive features for a firm with approximately $43.1 million in discretionary AUM include the combination of small, concentrated, momentum‑driven portfolios and formal retirement plan trustee services, along with operational practices such as including cash balances in fee calculations and managing cash sweep transitions. The firm generally recommends Charles Schwab for custody and uses Schwab funds and platform ETFs for certain strategies, and it discloses receipt of non‑monetary support from the custodian that may assist its investment monitoring and reporting.