Investor Resources, Inc.

Phone: (360) 895-9119   Fax: (360) 895-9121
691 Bethel Ave. Port Orchard, WA 98366
Quality Business Rating
August 1st 2011
30 Verified Reviews
About Us
Many of our clients come to us asking questions about investment Tools, Techniques & Strategies. And while this information is important, it pales in comparison to understanding your vision for the future and what it will take to get you there. Unfortunately, many Wealth Management firms make portfolio decisions for their clients based on Modern Portfolio Theory's use of “long-term averages” rather than taking the time to address, in-depth, the individual needs, values and goals of their clients.

Every portfolio and every investor has a set of economic assumptions. Modern Portfolio Theory uses long-term historic, asset class returns as assumptions for the future while disclaiming history as a predictor of the future. Every client has an assumption about the future of the economy whether or not they can substantiate it statistically.

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