International Research & Asset Management, Inc. Employee Directory
Investment ManagementTexas, United States0-1 Employees
International Research & Asset Management, Inc. is a Dallas-based investment management firm that has been guiding wealth planning for families and foundations in the United States and Europe since 1987. The firm focuses on creating an environment conducive to long-term financial goals by emphasizing foundational, controllable factors such as portfolio balance, cost efficiency, tax management, risk control, education, and a structured goal map for planning. Its services are aimed at addressing the needs of families, foundations, and business owners by prioritizing intelligent planning, risk management, and prudent spending while minimizing distractions from market forecasts. In 2020, the company was acquired by EP Wealth Advisors, situating it within a broader independent advisory landscape. The organization operates from its Dallas base with a focus on providing steady, objective guidance rather than speculative investment activity.