INVESTMENT & RESOURCE PLANNING

Overview

Investment & Resource Planning is organized as a corporation under individual ownership and positions itself as a capital allocator that provides advisory services without a traditional asset-under-management model. The firm focuses on financial planning, vetting and selecting outside advisers, and running educational seminars and workshops. Its fee model emphasizes hourly charges and other non-AUM fees, which aligns with advisory work centered on planning, advisor selection and project-based engagements rather than full discretionary portfolio management. The firm does not identify as an active ESG investor, is not classified as a pension consultant or a newly formed adviser, and is not set up as a multi-state adviser. Its business activity mix and capital allocator designation suggest a practice that combines planning and manager selection: building client solutions through third-party managers and product solutions rather than operating large in-house discretionary strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices