International Research & Asset Management, Inc. Email Format

Investment ManagementTexas, United States0-1 Employees

Managing wealth for families and foundations in the U.S. and Europe, since 1987. Successful wealth management means creating an environment for our clients that provides the greatest opportunity for reaching their goals. The proper environment provides focus. Without context or discipline, investors are left looking to fill a void with expensive bets, portfolios that don't match true objectives, and sleepless nights. We focus on foundational, controllable areas such as proper portfolio balance, minimizing expenses, sensible tax management, risk control, education, and a goal map from which to build a long-term plan. Specialties: Guiding families, foundations and business owners toward the controllable - intelligent planning, risk-management, cost-reduction, tax-efficiency, and smart spending - while freeing them from the diversion of endless market forecasts.

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