About INVESTMENT RESEARCH CORPORATION
INVESTMENT RESEARCH CORPORATION (IRC) is a leading financial advisory firm that provides top-notch investment research and guidance to clients. With a team of experienced professionals, IRC helps clients navigate the complex world of finance and make well-informed decisions for their portfolios.
How does the advisor help clients – Key Takeaways:
- Uses in-depth research and analysis to create personalized investment strategies for clients.
- Offers comprehensive financial services to meet the diverse needs of clients.
- Adheres to strict ethical standards and puts clients’ best interests first.
Facts and Insights
IRC has been in business for over 20 years and has amassed a wealth of knowledge and experience in the financial industry. In 2021, they managed $5 billion in assets and had a team of 50 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $200 million | 10 |
| 2010 | $2 billion | 30 |
| 2021 | $5 billion | 50 |
*Figures are publicly available and accurate to the best of our knowledge.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance consulting
Client Types
- Individual investors
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
IRC charges a flat fee for their services based on the size of the client’s portfolio. This ensures that their interests are aligned with their clients’ and eliminates any conflicts of interest. They do not receive any commissions or compensation from third-party providers.
Background
IRC was founded by a team of financial experts who wanted to provide unbiased and ethical financial advice to clients. Over the years, they have gained a strong reputation in the industry for their expertise and high-quality services.
Financial Advisor Disclosures to Know
IRC is a registered investment advisor, which means they are legally bound to act in their clients’ best interests. They have a fiduciary duty to provide unbiased advice and disclose any potential conflicts of interest. In addition, all of their advisors hold the necessary licenses and certifications to provide financial advice.