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RIA · CRD 311647SEC-Registered

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IOR

IOR (Investment Office Resources, LLC) is a platform that helps investment office leaders and investment committees by delivering skills, domain expertise,...

Overview

IOR (Investment Office Resources, LLC) is a platform that helps investment office leaders and investment committees by delivering skills, domain expertise, specialization and sophisticated solutions otherwise difficult to access with traditional resourcing options. It offers a flexible, budget-friendly alternative to hiring permanent staff or engaging consultants, adding bandwidth and expertise to in-house investment teams. Its mission is to help clients advance their mission through the collaborative pursuit of investment excellence.

General information

Firm type

RIA

Year founded

2020

Location

City

St. Louis

Principals

Anthony Waskiewicz

Founder and CIO

Tony Waskiewicz

Francie Heller

Dale Hunt

John Nawrocki

Matt Stefan

Ryan Bailey

strategic advisor

Thad Glowacki

strategic advisor

Carrie Pickett

strategic advisor

Josh Rabuck

strategic advisor

Frequently asked questions

What is IOR's investment strategy?

IOR's investment strategy is unknown. No asset-class mix, sector preferences, or geographic focus have been confirmed by any primary source. The firm has not published any strategy documentation.

Does IOR participate in fund commitments or direct investments?

IOR's participation in any investment structures — funds, direct deals, co-investments, or otherwise — is not documented in any publicly available source.

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