A complete list of active advisors currently associated with Investor Resources Inc
Warmer can help you find a great advisor at Investor Resources Inc or one who fits your needs even better.
Investor Resources, Inc. is a small, fee-only investment adviser that serves individuals, families, trusts, estates and small businesses. The firm offers comprehensive financial planning, portfolio management implemented through third-party managers and model portfolios, selection of other advisers, and standalone investment consultations. IRI’s investment approach emphasizes long-term, diversified asset allocation using largely passive or semi-passive strategies and fundamental analysis of economic conditions and manager methodology. The firm does not engage in direct security selection for client accounts; instead it evaluates and recommends third-party managers and model programs, and accepts limited discretionary authority only to rebalance accounts within pre-authorized parameters. What is noteworthy about IRI relative to peers is its explicit fee-only model with no commissions or third‑party compensation and its focus on manager selection rather than in-house trading. The firm also discloses negotiable fee arrangements, offers fixed-fee or hourly planning modules, does not accept proxy-voting authority, and has a documented successor-adviser and business continuity plan for transitions.
To learn more about the advisors currently working at Investor Resources Inc, 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 |
|---|---|---|
Boston, MA
| 30
|
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