Welcome to IRI

Creating a Financial GPS focused on client goals

Many of our clients come to us asking questions about investment Tools, Techniques & Strategies. And while this information is important, it pales in comparison to understanding your vision for the future and what it will take to get you there. Unfortunately, we’ve learned that most Wealth Management firms make decisions for their clients based on “averages” or the “law of large numbers” rather than taking the time to understand, in-depth the individual needs, values and goals of their clients. Even worse, the equation they use is often based on the lowest common denominator, which in most cases, does not reflect the “individual” needs and future of each client.

At Investor Resources, we approach things much differently:

• We have always been ahead of the industry curve. As business owners, we have always had close contact with our clients and have built our processes around identifying the unique situation of each client.
• The buck stops here. We offer personalized service and a top-to-bottom commitment to excellence. We offer a solid foundation, stability and over 65 years of experience.
• Nothing we offer is one-size-fits-all. Everything we do is client-driven and custom-tailored to your individual needs, goals and concerns.
• We are a Fee-Only Investment & Wealth Management Firm. We never receive a commission.
• Unlike the Big Firms, we have a fiduciary responsibility to each of our clients. This requires, by law, that we put the interests of our clients ahead of our own.

The Old Saying “Buyer Beware” Still Exists in the Traditional Investment Environment

Putting the interests and needs of our clients ahead of our own…what a novel concept! You would think this is a normal protocol in the investment and wealth management business. Think again. A recent court ruling (need ruling info) confirmed that Big Brokerage Firms like Charles Schwab, Edward Jones and Smith Barney DO NOT have a fiduciary responsibility to their clients; rather their responsibility and interests are to protect the profits of giant corporations. The interests of individual investors, like you, come second.

At IRI, your interests always come first and you certainly won’t find major corporate investors or fresh-faced college kids overseeing your investment accounts. No, at IRI, you will get experience, one-to-one service from the owners and complete accountability. And more importantly, you will get what every client deserves most…Respect.

Contact Us today to learn more about how our unique methodology to Wealth Management Planning will change your current and future financial and investment future.

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