AI, Gold, & Oil – How are these three factors impacting the US and Global Economies?
About us
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. The firm is a Registered Investment Adviser with the United States Securities & Exchange Commission.
- Website
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http://iragroup.com
External link for Investment Research & Advisory Group, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 1992
Locations
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Primary
Get directions
1230 Peachtree St NE
Suite 3800
Atlanta, Georgia 30309, US
Employees at Investment Research & Advisory Group, Inc.
Updates
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IRA Group is pleased to announce the promotion of Lauren Monce to Chief Compliance Officer. Lauren joined the firm in 2021 and has played a key role in our continued success. Congratulations!
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Congratulations to our very own George Stradtman, CFP®, CRPC® for passing the Certified Financial Planner (CFP®) exam. We are extremely proud of your hard work and dedication over the last year. What an incredible accomplishment!
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Congratulations to our very own Alex Morettini, CFP® for passing the Certified Financial Planner (CFP®) exam. We are extremely proud of your hard work and dedication over the last year. What an incredible accomplishment!
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Congratulations to our very own Carter Stanley, CRPC® for passing the Certified Financial Planner (CFP®) exam. We are extremely proud of your hard work and dedication over the last year. What an incredible accomplishment!
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Welcome Jordan Yeater! We are pleased to announce the addition of a new team member to our Private Client Services. Jordan will be an integral part of our back-office administration for our private wealth clients. We are excited for her to join our team!
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