Investment Research Corporation

Overview

Investment Research Corporation is a small, non-independent retail registered investment adviser that focuses on portfolio management for individuals and small businesses while also acting as an insurance broker. The firm charges fees as a percentage of assets under management and serves both individual & family and institutional clients. It is owner-operated and does not position itself as a capital allocator or an active ESG investor. The adviser is not registered as a multi-state or pension consultant and does not list related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices