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Investor Resources Inc.

Portfolio Management, Wealth Management, Investment Analysis

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RPM System™
RPM System™

RPM System™

Have you adjusted your retirement plan for 2025?

Investor Resources Inc. (IRI) developed the proprietary RPM System™ and it is similar to Albert Einstein’s “Theory of Relativity” in that they are both based on a “relative” equation. Here are some facts about investing:

  • The strength of an investment has nothing to do with diversification
  • It has everything to do with its “Relative Strength” to other investments
  • Relativity is based on the Price and Momentum of an investment

This is the Investor Resources Inc. RPM System™ equation: Returns = Price + Momentum (R=P+M)

Traditional financial advisors constantly preach “diversify, diversify.” That approach doesn’t work much of the time. Another serious issue is that very few financial advisors are Fiduciaries, and stockbrokers have a conflict of interest.

Both principals of Investor Resources, Inc. are qualified as an Accredited Investment Fiduciary™*. When you add that to their RPM System™, you are working with a seasoned team that will help you create a Championship Portfolio.

Contact us today to schedule your free Portfolio Assessment.

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* The Accredited Investment Fiduciary™ designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF® Code of Ethics. In order to maintain the AIF® designation, the individual must annually renew their affirmation of the AIF® Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).

Investor Resources Podcast

  • Bond Bear Market June 21, 2024
  • Bye-Bye Rate Cuts May 12, 2024
  • Change is Hard May 11, 2024
  • Don’t Tell Me! May 10, 2024
  • 10 Years From Now May 9, 2024

Copyright © Investor Resources Inc. All rights reserved. Investor Resources, Inc. is a registered investment adviser in the States of Washington, Arizona and Texas. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Bothell Office: 22722 29TH DR SE, Suite 100; Bothell WA, 98021  Phone: 425.673.5000

Port Orchard Office: 1922 Pottery Ave., Suite 110·Port Orchard, WA 98366  Phone: 360.895.9119

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