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Advisory and Management Services financial planning family office services
investment selection manager searches
asset allocation sector weighting
portfolio management performance analysis
tax planning strategies estate planning Financial and Estate PlanningWithin the context of client relationships, we are pleased to assist with income forecasts, cash flow analysis, education savings strategies, wealth transfer, retirement planning, estate planning and tax deferral strategies. To facilitate such analysis, we use a host of sophisticated software systems. Unlike most advisory firms, we consider this type of analysis to be an essential adjunct of investment management services we provide and as such, do not typically charge separately for such services unless they become excessively time consuming. Discretionary Investment Management We provide custom-tailored, fully-discretionary investment portfolio management services in conjunction with access to various institutional level custodial and brokerage services. Portfolios typically consist of individual stocks, bonds, and mutual funds and sub-advised or individually managed accounts or a blend of such, depending upon individual client goals, objectives, risk tolerance, financial resources and time horizon. Non-discretionary Advisory Services We also offer to advisors, consultants or clients who manage investment portfolios yet want access to professional advice and/or out-sourced access to or assistance with investment research, analysis and detailed comparative performance reporting. This is an objective, non-discretionary analytics reporting service available Advisory clients authorize their brokers or custodians to allow electronic linkage to account data and information by Investment Resource Group, LLC, which, in turn analyzes and prepares custom-tailored advisory reports on various aspects and details of comparative portfolio performance. This service is generally, but not exclusively, offered to clients in conjunction with institutional custodial and transaction services arranged by Investment Resource Group, LLC, for clients. Allocated Mutual Fund Portfolios For clients that prefer to use mutual funds, we manage strategically allocated portfolios on a fully discretionary basis. Fund portfolios typically contain NAV funds (net-asset-value), true no-load funds or institutional funds, or a blend of such, selected and apportioned by Investment Resource Group, LLC.
Fund portfolios are either custom-tailored to match client objectives and risk tolerance or categorized according to risk appropriate model portfolios constructed by blending funds invested in various complimentary market segments to seek superior risk-adjusted overall returns.
We actively monitor and periodically rebalance the allocation of such portfolios based on performance, risks, diversification, asset mix, economic developments and other factors according to a client’s individual investment objectives, financial resources and tolerance for risks.
Investment Resource Group, LLC offers an objective portfolio analysis service assessing the strengths and weaknesses of an existing investment portfolio, applying various analytical measures, and comparing historical performance against industry benchmarks and categorical averages.
These reports generally provide overviews of asset allocation, measures of risk, industry sector concentration and statistical characteristics of the investments, segments, and the portfolio on whole, typically containing tabular and graphical analysis of data, commentary and recommendations for strategies, techniques and changes designed to improve overall risk and/or tax adjusted performance.
Depending upon time frame and complexity, Investment Resource group, LLC may also provide other custom analytical services or specialized reports such as a summary depicting excessive trading pattern analysis for litigation.
In conjunction with advisory, management or reporting services, Investment Resource Group, LLC, may, from time to time, provide clients with access to various institutional-level custodial, transactional, management or research services provided by, or in conjunction with, brokerage firms, other registered investment advisers, portfolio managers or other financial service providers.
Investment Resource Group, LLC, does not participate in, "mark-up", "bundle" or "wrap" any fees for such services, electing instead to pass the savings of low negotiated institutional rates directly on to its clients, forgoing participation in any such fees to encourage objective, un-biased and ethical decisions. |
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