Investor Resources

Investor Resources Inc. is a registered investment advisor, providing portfolio management, wealth management, and investment analysis services in the states of Washington, Arizona, and Texas. Our mission is to help investors navigate the complexities and fluctuations of the market with a disciplined, data-driven, and rules-based process that prioritizes portfolio construction and risk management. We adhere to the highest standards of client service, ensuring that our clients receive personalized attention, expert guidance, and the resources necessary to achieve their financial objectives.

Our RPM System

At the core of our investment process is our proprietary Repeatable Portfolio Management (RPM) system. The RPM system is based on a set of repeatable and data-driven investment rules that aim to eliminate emotional decision-making and market timing, and instead prioritize evidence-based investment strategies. Our RPM system is designed to provide a solution for portfolio construction and risk management, enabling investors to make informed decisions, regardless of market conditions.

Our Team of Experts

Our team of experts has decades of experience in the financial services industry. We are committed to providing our clients with the highest level of professional expertise, integrity, and service. Our team includes:

• Don Creech, Certified Financial Planner and Accredited Investment Fiduciary. Don hosts the weekly Investor Resources Radio Show discussing current events affecting your market-based portfolio. He has been providing financial planning and investment services on a fee-for-service basis since 1984. Don is the founder and co-owner of Investor Resources, Inc.
• Perry T. Sikes Jr., Certified Financial Planner and Accredited Investment Fiduciary. Perry is co-owner and Vice President of Investor Resources, Inc. He has been providing financial planning services since 1994 and has extensive experience in tax planning and management.

Our Services

We offer a variety of services designed to meet the unique needs of our clients. These services include:

• Portfolio Management: Our RPM system provides a disciplined and rules-based approach to portfolio management, allowing us to make informed investment decisions on behalf of our clients.
• Wealth Management: We offer comprehensive wealth management services, including financial planning, estate planning, and tax planning.
• Investment Analysis: We provide expert investment analysis and research, identifying trends and opportunities in the market to help our clients make informed investment decisions.
• Client Portal Login: Our secure client portal allows our clients to access their account information, investment performance data, and other important documents in real-time.
• Investor Resources Webinars: We offer educational webinars on smart investing topics, providing our clients with insights and information on the latest market trends and investment strategies.
• Podcast: Our weekly podcast provides our clients with expert insights on current events affecting their market-based portfolio, as well as other investment topics.
• Newsletter: Our weekly newsletter, "Week in Review, " provides our clients with market news, investment strategies, and other relevant information.

Our Commitment to Client Service

At Investor Resources Inc., our clients are our top priority. We are dedicated to providing our clients with the resources and support necessary to achieve their financial goals. We are proud to serve our clients with the highest level of integrity, professionalism, and service. We strive to provide our clients with a rewarding and positive investment experience, regardless of market conditions.