Investment Research & Advisory Group, Inc.

Investment Research & Advisory Group, Inc.

Financial Services 1230 Peachtree St Ne 23 employees
Employees
23
Contacts
4
Emails
4
Phones
2

Investment Research & Advisory Group, Inc. Overview

Headquarters
1230 Peachtree St Ne
Website
iragroup.com
Industry
Financial Services
Employees
23
Founded
1992
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Investment Research & Advisory Group, Inc.

Since 1992, IRA Group has been serving institutional and individual clients who seek personalized relationships and customized financial and regulatory guidance. We are an independent consulting firm specializing in retirement plans and investment strategies for corporations, foundations, endowments and private investors. Our Institutional Advisory Services include plan consulting, investment advisory, and portfolio management for organizations sponsoring defined contribution and/or defined benefit retirement plans. Areas of focus include: • Development of corporate governance policies • Fiduciary management services • Investment policy • Asset allocation • Security selection • Performance monitoring • Service provider evaluation and RFP • Plan design & fee benchmarking • Employee communications. Our Private Client segment takes a holistic approach, providing customized financial planning and investment solutions utilizing our institutional investment process, proprietary research and portfolio management capabilities. The firm is a Registered Investment Adviser with the United States Securities & Exchange Commission.

Investment Research & Advisory Group, Inc. Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Investment Research & Advisory Group, Inc. Org Chart

Sample employees and titles
Name Title Contact
Robert Warner Improving Retirement Plan Results
Email
Doug Leeson
Email Phone
Austin Ort Managing Director at Investment
Email Phone
Judy Jolley Chief Compliance Officer, Managing
Email

Employees by Management Level

Director 9 profiles
Individual contributor 3 profiles
Executive 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 4 4 0
General 1 1 0
Sales 1 1 0

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