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“Unity is strength…
where there is teamwork and collaboration,
wonderful things can be achieved.”

Mattie Stepanek

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Your success is our purpose.

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Investment Research Partners is committed to providing objective, innovative and customized investment management and research to financial advisory firms. Our mission is to help our partner firms enhance their investment process to make better investment decisions. We engage as sub-advisors, consultants, research providers, and due diligence professionals to accomplish this singular goal.

We believe that partnership and collaboration are the keys to unlocking long-term success for both small and large investment firms today. Our mission is to serve as a trusted team member, providing comprehensive outsourced investment solutions that empower firms to thrive in an ever-evolving financial ecosystem. We seek to provide a solid investment foundation on which to build your financial practice. Whether you are seeking to improve your investment platform, save time and resources, dedicate more time on strengthening client relationships, or grow to the next level, we are here to help you every step of the way.

Your success is our purpose.

Our Firm at a Glance






See the latest thoughts from our team.

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    Since OpenAI’s ChatGPT was made public just over a year ago, artificial intelligence (AI) has been one of the biggest stories, investment or otherwise, in 2023.  

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  • Monthly Investment Update October 2023

    The Biggest Companies Dominate 2023: Top companies like Apple and Microsoft make up a big part of the stock market and have driven returns this year while most others are flat or down.

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  • The Fourth Turning October 18, 2023

    In their original work, The Fourth Turning, Neil Howe and William Strauss put forth their theory about the seasonality of American history. The idea is based on their extensive research into historical events, cultural trends, and generational attitudes through time. The book asserts that this theory can help us understand the past, present, and future…

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