Investment Research & Advisory Group, Inc. provides institutional advisory services primarily focused on corporate retirement plans and their executives. The firm acts as a legal fiduciary, helping plan sponsors establish investment policies, evaluate and monitor investment options, and maintain procedurally prudent practices. While this specific brochure details institutional services, Investment Research & Advisory Group, Inc. also offers separate private client services. Services are tailored to each client's specific goals and investment policies.
Assets Under Management$15B
Clients302
Advisors17
Avg. per Client$51M
Avg. per Advisor$910M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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