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About

Founded in 1992, IRA Group has sought to set itself apart from its competitors by cultivating close relationships. We view every organization and individual that we do business with as part of the IRA Group family, illustrated by the customized and personal service provided in each relationship.

We maintain an unwavering commitment to the pursuit of superior outcomes for our clients

Independent

From our inception, it has been our belief that to truly best service our clients, we need to be independent and objective. We do not sell financial products. With access to thousands of investment instruments, we construct and manage customized strategies best suited to the attainment of each client’s goals.

Experienced

We have experience in managing through favorable and unfavorable financial market environments. IRA Group’s Managing Directors average 31 years of industry experience and were recruited from large investment management firms and leading retirement plan recordkeeping organizations.

Multi-Dimensional

The IRA Group team has been purposely built with experts across many financial disciplines including investment management, research, plan recordkeeping, trust services, and personal financial planning. This collective knowledge and experience enable IRA Group to provide all-encompassing wealth management and retirement plan consulting services to
our clients.

Collaboration leads to better outcomes

We value ongoing input.  Personal financial situations change.  Investment markets change. Flexibility and adaptability are key tenets of our philosophy.  Our strategies are customized to each client’s specific needs and goals based on the view that better results are achievable when the client and adviser function as a team.

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Philosophy

Developing a relationship

We serve in a fiduciary capacity with all our clients, always acting in their best interests. IRA Group has no products to sell which results in completely independent and objective advice. We employ a highly structured and measurable approach in the management of financial assets that creates accountability for results. We also take the lead for our private wealth clients by coordinating third-party efforts including tax planning, estate planning, and insurance analysis into a fully integrated financial solution.

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Our guiding principle

Integrity, collaboration, transparency, client first; those are not simply words at IRA Group, it is our identity.

There is no “in-the-box”

Clients benefit from working with IRA Group because of our ability to build and execute customized strategies tailored to their specific needs.

Service first

Our proven investment process based on independence, objectivity, and rigorous research combined with white glove service results in an unparalleled client experience.

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Private Wealth Advisory

Helping individuals achieve their financial goals

IRA Group takes a comprehensive approach to private wealth management based on your unique set of circumstances. Portfolio management solutions are centered around customized risk assignment, asset allocation, security selection, tax efficiency, and low cost. All portfolio decisions are driven by our proven institutional investment process backed by our
proprietary research methods developed over the last 30+ years. 

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Institutional Advisory

Partnering
with employers to
help manage their
employee retirement plans

 

We have one goal and that is to help your employees achieve theirs. IRA Group provides investment fiduciary services to management committees responsible for the oversight of corporate retirement plans. We apply structure, analytics and ongoing engagement to manage the fiduciary obligation and optimize results for retirement plan participants.

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