Investment Office Resources (IOR) offers expertise to chief investment officers and investment staff. IOR's services include asset allocation, risk management, values-aligned investing, investment office management, project management, and temporary staffing. IOR provides both discretionary and non-discretionary investment advisory services to family offices, corporations, and non-profit organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are charged quarterly in arrears and are based primarily on asset size and the level of complexity of the services provided. In individual cases, IOR has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees. In certain instances, fees may be based on the share of capital gains or capital appreciation of the funds or any portion of the funds.