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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation harborPioneer north
- Established Date
- 12-04-1990
- Office Locations
- 1
Office Locations
About Investor Resources INC
Investor Resources Inc. is a Washington-based advisory firm serving retail and institutional investors with a disciplined, data-driven, rules-based approach to portfolio construction and risk management. The team provides financial planning alongside asset allocation using public funds, including mutual funds and ETFs, and supports retirement, tax, and estate planning needs. They publish a free weekly “Week in Review” market newsletter.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD GAYLEN CREECH
Investment Advisor, President
- CRD
- #56876
- Ownership
- 75% or more
PERRY THOMAS SIKES JR
Certified Financial Planner, Chief Compliance Officer, VICE PRESIDENT
- CRD
- #2605931
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,774,889 | $232,544 |
| Non-Discretionary | $0 | $1,241,359 |
| Total | $49,774,889 | $306,965 |
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Separately Managed Accounts
Total SMA Asset: $49,774,889
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $688,024,723 | 9.5% |
| Equity - Exchange | $1,607,805,142 | 22.2% |
| Cash | $1,832,318,473 | 25.3% |
| Corporate - Investment Grade | $2,469,646,637 | 34.1% |
| U.S. Government/Agency | $644,570,530 | 8.9% |
| Total | $7,242,365,505 | 100.0% |