About Us
Photo by Ed Fuhr Photography
Our mission is to serve as a trusted team member, providing investment solutions and guidance to create positive outcomes for clients. We are deeply committed to building a better future for our clients, our communities, and our colleagues. We are Intentionally Invested.
At Investment Research Partners, being Intentionally Invested means more than managing thoughtful and innovative portfolios. It means being fully committed to our clients, our partners, our colleagues, our communities, and our shared planet. We seek to foster positive relationships and promote responsible practices in every aspect of our business. By aligning our actions with our values, we strive to make a lasting, positive impact on the world.
The following values illustrate the core principles that form the foundation of our firm.
Photo by Ed Fuhr Photography
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Accountability
We take responsibility for our actions and their impact on our clients, communities, and the environment. Accountability is key to maintaining the trust and confidence of those we serve.
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Integrity
We strive to uphold the highest ethical standards, ensuring transparency and honesty in every decision and action. Our commitment to integrity builds trust with our clients, coworkers, and partners.
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Curiosity
We maintain a mindset of curiosity, always seeking to learn, adapt, and grow. This curiosity drives us to explore new ideas and continuously improve our offerings for clients.
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Respect
We treat everyone with respect, valuing the diverse backgrounds, perspectives, and contributions of our clients, coworkers, and partners. We believe diversity breeds resiliency.
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Humility
We approach our work with humility, recognizing that success is a collective effort. We welcome collaboration and feedback, understanding that there is always more to learn and room to improve.
At Investment Research Partners,
our team is our greatest asset.
At Investment Research Partners, our team is our greatest asset. With a group of professionals who bring together a wealth of experience in the investment management industry, we believe we are uniquely positioned to deliver exceptional service and solutions to our clients. Our team members come from various backgrounds and have different skill sets, including portfolio management, research, risk management, trust administration, and financial planning, which enables us to bring a well-rounded perspective to each opportunity.
Collectively, our team has decades of experience navigating the complexities of global markets, adapting to evolving investment landscapes, and implementing innovative strategies to achieve our clients’ objectives. By combining our individual strengths and industry experience, we strive to create a collaborative environment that fosters growth, innovation, and success.
Meet The Team
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