A guiding principle of Investment Research Partners is that investing is ownership. We believe that ownership brings with it the responsibility to understand the mission, purpose, risks, opportunities, and societal impacts of each investment. We believe that evaluating potential decisions across these dimensions will lead to better long-term outcomes for our clients and our society. We are Intentionally Invested.
We strive to be honest, ethical, and respectful in our personal and professional lives
We bring decades of collective experience to the table creating and managing model-based and customized investment solutions for clients of all types
We seek to make prudent investment decisions on behalf of clients by relying on in-house research capabilities rather than popular opinion
We remove ego from the equation, because the best solutions and outcomes often are created through close collaboration with partners and clients