Investment Research Partners provides sub-advisory and consulting services to other investment advisors, private funds, and institutional clients. Operating also as New Lantern Advisors, Investment Research Partners assists other financial professionals with portfolio implementation, separately managed account execution on platforms like Fidelity and Schwab, and selection of third-party managers. The firm conducts top-down macroeconomic research and bottom-up fundamental analysis to construct diversified investment portfolios across various asset classes, including individual stocks, bonds, options, exchange-traded funds, mutual funds, and private placement funds. Investment Research Partners also acts as a general partner or manager for several private funds, including the Foundation Premium Income Fund, Foundation Global Infrastructure Fund, OneAscent Capital Impact Fund, and New Lantern Hedged Equity Fund. The firm focuses primarily on institutional and business-to-business services rather than directly managing portfolios for individual retail investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees vary from 0.0% to 0.5% per annum of the market value of assets or pursuant to specific sub-advisory agreements. Fixed fees may also apply ranging from $1,500 to $15,000 per month.