Investor Resources Inc

Investor Resources serves individual and high‑net‑worth clients, related trusts, and pension/profit‑sharing plans with discretionary investment management and qualified retirement plan trustee support. The firm does not provide financial planning, tax, estate planning, or insurance implementation services and will refer those needs to other professionals.

Investment implementation is delivered through several distinct model suites: an IRI Select ETF portfolio limited to no‑transaction‑fee Schwab funds, Global and Dynamic ETF portfolios that can concentrate into industry or asset‑class positions (and may be 100% cash as an active decision), and a Global+ strategy that invests only in individual stocks selected by a quantitative rating system that adds two “strong buy” rated names per month. The firm’s process emphasizes relative‑strength and technical methods (including point‑and‑figure and charting), treats cash as an asset class that is actively managed, and discloses the potential use of margin and inverse ETFs in certain strategies.

What is distinctive relative to many peers is the combination of concentrated, momentum‑driven model strategies (the Select portfolio owns no more than five positions and Global/Dynamic strategies may hold relatively few ETFs) with an explicit stock‑rating, data‑driven Global+ equity program and formal fiduciary support for plan trustees. Investor Resources also discloses that cash balances are included in assets under management for fee calculations and that the firm may recommend custodial services and Schwab‑sponsored funds, arrangements that the firm says provide platform support but can create specific operational and fee considerations for clients.