Ior

Investment Office Resources, LLC is a Registered Investment Adviser based in St. Louis, Missouri, established in March 2020. The firm specializes in providing resources for Chief Investment Officers and investment function personnel, offering services such as asset allocation, risk management, values-aligned investing, and investment office management. They cater to family offices, corporations, non-profit organizations, and other entities needing enhanced investment operations. The firm provides discretionary and non-discretionary investment advisory services through managed account programs, with assets under management of $112,930,667 as of December 31, 2024. Fees for asset management are charged quarterly based on asset size and complexity, with a maximum annual fee of 1.00%. Clients may terminate services within five business days without penalty, and fees are prorated upon termination. Clients may also incur additional custodial, transaction, and mutual fund fees. Investment Office Resources, LLC may charge performance-based fees with client consent and does not have physical custody of client funds. Clients must grant discretionary authority for the firm to buy or sell securities on their behalf. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200 six months in advance.