Copyright @ 2026 IRA Group All Rights Reserved 

IRA.GRP

PW.01

private-our-value

Values

What we believe

Successful client outcomes are a function of effective planning,
a disciplined investment process, tax management, and efficient fees.

We are an all-inclusive partnership

Structure and discipline lead to better outcomes

Each client has unique needs and objectives

Ongoing targeted plan measurements may minimize surprises

All risks should be identified and managed

Taxes should be a consideration in every transaction

One simple, straightforward fee

Investment costs are important

Copyright @ 2022 IRA Group. All Rights Reserved

IRA.GRP

PW.02

private-client-services

Process

Customized solutions, better results

private-client-services-steps

Meet Our Team

We pursue highly personalized relationships; you will know us and we will know you.

Analysis & Recommendations

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

Execute & Measure

By providing a proven objective investment process, financial guidance, and working to deliver the highest level of service, our clients receive an unparalleled experience.

IRA.GRP

PW.03

private-client-services

Approach

A purposeful course of action

Based on your unique set of circumstances IRA Group takes a holistic approach to private wealth management
utilizing our proven institutional investment process backed by our proprietary research methods.

...
001

The Client
Experience

  • Asset levels

  • Risk positioning

  • Tax Exposure and Portfolio Expense

  • Performance vs. Benchmark

  • Overall portfolio level

  • Asset class level

  • Sub-asset class level

  • Individual position level

...
002

Philosophy
/ Methodology

  • Asset levels

  • Risk positioning

  • Tax Exposure and Portfolio Expense

  • Performance vs. Benchmark

  • Overall portfolio level

  • Asset class level

  • Sub-asset class level

  • Individual position level

...
003

Wealth Management
& Planning

  • Asset levels

  • Risk positioning

  • Tax Exposure and Portfolio Expense

  • Performance vs. Benchmark

  • Overall portfolio level

  • Asset class level

  • Sub-asset class level

  • Individual position level

IRA.GRP

PW.04

private-client-services

Let us explain

Communication and the ability to understand our methods is paramount in developing a prosperous relationship.

...

Dedicated relationship
manager

...

Needs wants
& wishes

...

Cash flow analysis & risk management

...

Asset allocation & portfolio construction

...

Ongoing portfolio management

...

Quarterly performance analysis

...

Annual tax loss harvesting

...

Annual investment review

...

Coordination of cash distributions & gifting