“Unity is strength…
when there is teamwork and collaboration,
wonderful things can be achieved.”
Mattie Stepanek
Photos by Ed Fuhr Photography
Investment Research Partners is committed to providing objective, innovative and customized investment management and research to financial advisory firms. Our mission is to help our partner firms enhance their investment process to make better investment decisions. We engage as sub-advisors, consultants, research providers, and due diligence professionals to accomplish this singular goal.
We believe that partnership and collaboration are the keys to unlocking long-term success for both small and large investment firms today. Our mission is to serve as a trusted team member, providing comprehensive outsourced investment solutions that empower firms to thrive in an ever-evolving financial ecosystem. We seek to provide a solid investment foundation on which to build your financial practice. Whether you are seeking to improve your investment platform, save time and resources, dedicate more time on strengthening client relationships, or grow to the next level, we are here to help you every step of the way.
Your success is our purpose.
Our Firm at a Glance
$276M
ASSETS UNDER MANAGEMENT
(as of 12/31/22)
2019
YEAR FOUNDED
10
PROFESSIONALS
Insights
See the latest thoughts from our team.
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Geopolitics: From Coordination to Competition March 29, 2023
The period of globalization following World War II brought great economic prosperity and raised the standard of living in many parts of the world.
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Monthly Investment Update September 2023
Market Performance: Strong gains so far this year in large technology companies, with NASDAQ 100 Index up over 40% year-to-date, but mixed performance in other categories like dividend-paying and small US companies as well as emerging markets.
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The Psychology of Money July 31, 2023
Much like any subject matter these days, there is no shortage of expert advice offered up by the financial industry via traditional and social media sources.
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