Wealth Resource Investment Advisors LLC

Wealth Resource Investment Advisors LLC provides portfolio management services primarily to high‑net‑worth individuals and charitable organizations, with an account minimum generally set at $1,000,000. The firm prepares an Investment Policy Statement for each client and offers ongoing portfolio monitoring, asset allocation, and investment selection across mutual funds, fixed income, real estate funds (including REITs), annuities, equities, non‑U.S. securities, venture capital funds, and private placements.

The adviser applies a mix of methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and employs both long‑term and short‑term trading strategies tailored to clients’ objectives and documented risk tolerances. Where clients grant discretionary authority, the firm manages trading in accordance with the client’s IPS and has a stated policy to allocate limited investment opportunities (such as IPOs) on a fair and equitable basis.

Compared with many peers, the firm’s offering of private placements and venture capital funds and the presence of personnel licensed to sell commissionable insurance products are notable for a small adviser; the brochure discloses these outside activities and documents related conflicts of interest. The firm also uses institutional custody and services through Schwab Advisor Services, does not accept proxy‑voting authority from clients, and may engage third‑party managers or other professionals, including estate‑planning attorneys with familial ties, when appropriate.