|
Our Philosophy
4. Consistent Oversight Our contracted institutional research organization includes 26 investment professionals who perform ongoing and daily review of the Best of Class™ managers and their products by conducting interviews with portfolio managers, analysts, traders and CEOs to understand each firm's organization, philosophy and process. Research specialists meet frequently, in person or via telephone, with every investment team recommended to our clients, resulting in over 1,300 manager meetings every year. In addition, a proprietary institutional risk analysis and performance evaluation program is used for a quantitative assessment of all managers. This analysis is used to confirm a manager's stated philosophy and process, evaluate risk relative to benchmarks and peers, and provide an objective and exhaustive review of each manager's performance results. If managers do not meet these Best of Class™ standards, they are replaced with others who do. This extensive process of continuous oversight combined with research and analysis gives us confidence that our clients are in the investments available. 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. |
.jpg_w270_h180.jpg)       |
