A complete list of active advisors currently associated with IRC Wealth

Warmer can help you find a great advisor at IRC Wealth or one who fits your needs even better.

The firm provides advisory services to individuals (including high net worth clients), corporations, and retirement plans, offering financial planning, ongoing portfolio management, and retirement plan consulting. It delivers both discretionary and non-discretionary management and also offers model ETF-based portfolios and standalone financial planning engagements. IRC’s investment approach emphasizes long-term value and income-oriented strategies, allocating among stocks, ETFs, options and cash equivalents and, on occasion, short-term transactions or fixed income at client request. Portfolio selection is driven by a disciplined process that combines technical screening, fundamental analysis and proprietary research, and the firm documents specific option strategies such as covered call writing and long puts as part of its programs. What distinguishes the firm from many peers is an affiliation with a separately registered Commodity Trading Advisor (CTA) through which commodity transactions are offered and billed separately, with commodity accounts maintained at third‑party custodians. The brochure also highlights the firm’s use of option-writing and limited short-term trades and discloses the additional risks those strategies entail, aligning with the firm’s uncommon practice among peers of offering strategies that can involve borrowing or leverage in separately managed accounts.

To learn more about the advisors currently working at IRC Wealth, 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.