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Our Philosophy
3. Implement the Strategy To move beyond simply reviewing prior performance results, we have institutional contracts with some of the largest research firms in the nation. These companies have spent over 20 years developing forward-looking processes for manager selection. These are tested processes that emphasize the qualitative evaluation of each manager's investment judgment and analytical skill. These companies track performance data and organizational profiles on more than 1000 investment firms and over 4000 investment products in all asset classes. Investment managers are carefully scored based on numerous factors, which are grouped into five qualitative and quantitative categories. The scores are then combined to determine a numerical ranking for each investment product universe. Only managers that score in the top 20% are considered for rating as Best of Class™ managers. Based on the client's objectives and input regarding tolerance for risk, a strategy utilizing one or more of the Best of Class™ mangers is selected to make investment decision in the client's portfolio. What you should know before starting to search for or select a certified, reputable financial advisor? Click through and review our Six-Point Approach for valuable tips and more details on what makes Investor Resources unique and why we should be your choice for financial planning. The Investor Resources Approach to Investing
Register for our workshop to learn more about the differences between strategic and tactical investing and how you can take advantage of the market. |
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