A complete list of active advisors currently associated with IR Capital Management
Warmer can help you find a great advisor at IR Capital Management or one who fits your needs even better.
IR Capital Management provides portfolio management, financial planning and consulting, and pension consulting to individuals, high‑net‑worth clients, charitable organizations and business entities. The firm also assists retirement plans by recommending investment options, creating written pension consulting plans, and selecting third‑party advisers when appropriate, documenting client goals and risk tolerance in written Investment Policy Statements. IRCM describes a tailored, fiduciary‑oriented process that seeks discretionary authority for account management and conducts periodic reviews; its methods of analysis include charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis, and it uses long‑ and short‑term trading and options strategies. The brochure also states the firm conducts due diligence on and may allocate client assets to third‑party managers or private funds and will monitor those managers’ ongoing performance. What is noteworthy in the brochure is the mix of service and fee arrangements that the firm discloses: it offers financial planning on both fixed‑fee and hourly bases in addition to asset‑based and pension consulting arrangements, and it discloses fee‑sharing relationships when directing clients to other advisers. The brochure also discloses that supervised persons may engage in insurance and brokerage activities that could create conflicts of interest, and it reports a prior disciplinary matter involving a supervised person that was resolved.
To learn more about the advisors currently working at IR Capital Management, 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 |
|---|---|---|
Plano, TX
| 0
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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