Investor Resources provides discretionary investment management services to individuals, high net worth individuals, related trusts, and pension and profit-sharing plans. Founded in 1990 and based in Bothell, Washington, Investor Resources focuses exclusively on portfolio management and does not offer financial planning, tax preparation, estate planning documents, or insurance products. The firm utilizes proprietary portfolio management models based on relative strength analysis and technical charting, offering different portfolio options such as the IRI Select Portfolio and the Global and Dynamic+ Portfolios, which invest primarily in exchange-traded funds and mutual funds. Investor Resources recommends Charles Schwab as the primary custodian for client accounts. Additionally, the firm provides qualified retirement plan trustee support, including fund selection, quarterly screening, and reporting for employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Rates shown apply to the Global and Dynamic+ Portfolios. The IRI Select Portfolio is charged at a flat rate of 1.00% across all asset levels. Qualified retirement plan trustee support is charged at a separate tiered rate ranging from 0.25% to 0.90%.