Austin Ort Email and Phone Number
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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.As of February 2021, IRA Group maintained relationships throughout the United States representing aggregate invested assets of $8.6 billion. The firm is a Registered Investment Adviser with the United States Securities & Exchange Commission.aort@iragroup.com404-419-7187
Investment Research & Advisory Group, Inc.
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Managing DirectorInvestment Research & Advisory Group, Inc. Apr 2020 - PresentAtlanta, Georgia, UsIRA Group is a leading Registered Investment Advisory firm focused on providing comprehensive services to the Institutional and Private Client markets. Since 1992, IRA Group has been serving clients who seek personalized relationships and customized financial and regulatory guidance. We believe our clients appreciate outstanding service as well as a disciplined investment process. With an average industry tenure of over 29 years, our associates have the knowledge and experience to assist our clients in achieving successful outcomes.
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Vice President Of Retirement ServicesUsi Consulting Group May 2019 - Mar 2020Glastonbury, Ct, Us -
Vice PresidentMutual Of America Financial Group Mar 1996 - Apr 2019 -
Financial AdvisorAmerican Express Sep 1994 - Mar 1996New York, Ny, Us
Austin Ort Skills
Austin Ort Education Details
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Ohio UniversityFinance
Frequently Asked Questions about Austin Ort
What company does Austin Ort work for?
Austin Ort works for Investment Research & Advisory Group, Inc.
What is Austin Ort's role at the current company?
Austin Ort's current role is Managing Director at Investment Research & Advisory Group, Inc. / Investment Advisory / Relationship Management / Business Development.
What is Austin Ort's email address?
Austin Ort's email address is au****@****ica.com
What is Austin Ort's direct phone number?
Austin Ort's direct phone number is +177039*****
What schools did Austin Ort attend?
Austin Ort attended Ohio University.
What are some of Austin Ort's interests?
Austin Ort has interest in Investments, Economics, Sports.
What skills is Austin Ort known for?
Austin Ort has skills like Investments, Retirement, 401k, Management, Retirement Planning, Mutual Funds, Employee Benefits, Securities, Series 7, Finance, Retirement Plan Consulting, Fixed Annuities.
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