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. 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.