IRG Client Benefits:
The unique, systematic way in which IRG approaches the management of investment portfolios means clients enjoy substantial benefits including: cost savings, easy access to their accounts, clear reporting, tax efficiency, lower risk and superior total returns.
Cost Savings:
IRG clients enjoy significant cost savings as a direct result of our "unbundled" approach to financial services. Unlike many firms, we do not participate in "loads", commisions or compensation schemes, nor do we charge extra for financial planning, detailed analytics or coordination with other advisors, attorneys or accountants.
For example, many broker/dealer firms now offer "wrap-fee" accounts which allow investors to utilize the expertise of experienced money managers in arrangements that include trading, custody and ongoing management for fees tyically ranging from 2 to 3%. IRG offers similar access to such managers on an "unbundled" basis which enables us to lower your total costs to less than 2%. Comparisons for IRG direct managed accounts are even better.
Because of our willingness to 1) unbundle all services, 2) forgoe any participation in commisions, and 3) pass along the significant savings from low, negotiated instituional services directly to our clients, investment management through IRG is, in most cases, at a markedly lower cost than comparable services at other firms.
Client Access to Accounts:
At IRG we realize that timely access to data, quotes and detailed account information is very important. IRG clients can easily gain access to all of their accounts custodied at Charles Schwab & Co., Inc through the secure Schwab Access link we provide below:
IMPORTANT INFORMATION Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with Investment Resource Group, LLC, ("IRG") or any advisor(s) whose name(s) appear(s) on this Web site. IRG is an independently owned and operated consulting firm. Schwab neither endorses nor recommends any particular advisor or investment strategy. IRG provides investment advisory services for your account. Schwab has agreements with IRG under which Schwab provides IRG with services related to your account. Schwab does not review the IRG Web site, and makes no representation regarding the content of the Web site. Information contained in the IRG Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. << Go Back Proceed to Schwab Access >> |
First time users of this linkage simply need to call 1-800-515-2157 and provide their account number(s) and basic information to receive authorization for instant log-in.
At IRG we appreciate the importance of confidentiality, security and privacy. Please note that while we are confident that Schwab has made every effort to make your access secure and to provide accurate information, such security or accuracy, although provided by sources believed to be reliable, is not warranted in any way by Investment Resource Group, LLC. Click here to view IRG's privacy and confidentiality policy.
