INVESTMENT RESEARCH CORPORATION

Overview

Investment Research Corporation is a small, fee-based advisory and insurance brokerage that focuses on portfolio management for individuals and small businesses. The firm operates as an individual-owned corporation and runs a discretionary-management model, with almost all client assets managed on a discretionary basis. Its investment profile is equity‑centric: the vast majority of assets are held in exchange‑traded equities, indicating a preference for liquid, market‑priced instruments as the primary driver of client portfolios. The firm’s business mix combines advisory services with insurance brokerage activity. It serves both individual/family and institutional clients, charges fees as a percentage of assets under management, and is not positioned as an ESG investor. Investment Research Corporation also allocates to alternatives through third‑party external managers, supplementing core equity exposure with real estate, commodities and oil & gas exposure and with mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices