INVESTMENT RESEARCH CORP

Overview

Investment Research Corp is a small, long-established SEC-registered investment adviser that serves both individual and institutional clients. The firm operates as a capital allocator with a clear preference for publicly traded equities and offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. The firm’s affiliations with broker-dealers, a registered municipal advisor, and an insurance company give it distribution and product access across brokerage, muni markets and insurance-linked solutions. Investment Research Corp leans toward a consultative model: a sizable portion of assets are managed on a non-discretionary basis, indicating clients retain decision authority while the firm provides research, implementation recommendations and manager selection. The firm is not an active ESG investor and reports multi-channel advisory activity rather than a boutique single-strategy focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices