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“Unity is strength…
where there is teamwork and collaboration,
wonderful things can be achieved.”

Mattie Stepanek

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Your success is our purpose.

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Integrity
Independence
Experience
Adaptability

“Unity is strength…
when there is teamwork and collaboration,
wonderful things can be achieved.”

Mattie Stepanek

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.

  • 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.

    Read more

  • 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.

    Read more

  • 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. 

    Read more

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