Portfolio Research Launches I-Pro Investor Suite for Do-It-Yourself Investors

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With beta testing completed and its SEC approval in hand, Portfolio Research, LLC, a team of experienced financial professionals, is proud to officially launch its online investment model – the I-Pro Investor Suite – to clients.

With beta testing completed and its SEC approval in hand, Portfolio Research, LLC, a team of experienced financial professionals, is proud to officially launch its online investment model – the I-Pro Investor Suite – to clients. Developed by Sam Pittman, Ph.D. and Joe Maas, CFA in 2009, the comprehensive wealth management solution is designed to assist do-it-yourself investors with retirement planning, investment strategy and portfolio rebalancing.

Portfolio Research’s investment philosophy is founded on academic research in finance, mathematics and economics. The firm creates efficient portfolios based on measurements of market risk and return correlations, using state-of-the-art methods. With emphasis on diversification, market efficiency and low costs, do-it-yourself investors can form efficient portfolios based on their individual time lines and preferred level of risk.

Portfolio Research developed its subscription-based service, I-Pro Investor Suite, to provide more affordable investment options to educated investors who want more control over their investments but who also want guidance.

“With so much volatility in the financial marketplace, investors want options – including retaining control of their investments and reducing investment expenses,” co-founder Sam Pittman said. “Based on sound financial and economic principles, we have created an easy-to-use online system that allows savvy do-it-yourself investors the opportunity to grow their wealth while reducing risk.”

In addition to providing a selection of model portfolios and retirement planning guidance, Portfolio Research will educate subscribers with portfolio management articles and publishing monthly allocation recommendations based on current market risk and diversification opportunities.

“Our investment committee meets regularly to gauge market conditions and to tell our investors how those conditions apply to them,” Pittman said. “By providing our clients with the right information at the right time, investors will be able to make individualized financial decisions that help them to reach their long-term financial goals.”

For more information, visit Portfolio Research at http://portfolioresearchllc.com or contact the firm at 425-654-1260.

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