HUNTSVILLE, Alabama, December 11, 2020 – Investor’s Resource, a Madison wealth management firm, is pleased to announce the establishment of the Investor’s Resource Gratitude Fund with an initial grant of $200,000 to the Community Foundation of Greater Huntsville.
This fund will support non-profit projects within Alabama on an annual basis through a donor advised fund. Employees of Investor’s Resource will have input into the program grants, helping deserving non-profits in the community on an ongoing basis.
“In honor of our 20-year anniversary, we wanted to make a substantial gift that reflects our mission and core values. We believe in giving back when we are blessed, and this gift demonstrates our deep commitment to focusing on philanthropy and your ultimate contribution. In the end, it’s about making a difference and leaving the world better place,” comments Shari Burnum, a 30+ year financial veteran and founder of Investor’s Resource. Burnum was on the Founding Board for the Community Foundation in 2009.
“In this Season of Giving, we celebrate the commitment of Investor’s Resource to give back to this community in such a meaningful way. We celebrate their 20 years of service and look forward to many more years of this valuable partnership with this team of community leaders,” says Melissa Thompson, the CEO/President of the Community Foundation of Greater Huntsville.
About Investor’s Resource
Founded in 2000, Investor’s Resource provides comprehensive wealth management services to affluent and high net worth individuals and with specialties including retirement, estate, and tax planning as well as portfolio management. Investor’s Resource maintains client relationships in 20 states and manages more than $180 million in client assets from their offices in Madison, Alabama.
In 2019 after nearly 20 years of affiliation with a top independent Wall Street firm and ranking in their Top 3% of advisors, the Investor’s Resource team joined one of the South’s fastest-growing independent fiduciary firms, RFG Advisory. RFG Advisory is a hybrid Registered Investment Advisory firm headquartered in Birmingham, Alabama managing approximately $2.5 billion in client assets and is listed on the 2020 Top 300 RIA List from Financial Times. They are partnered with Private Client Services in Louisville, Kentucky for broker dealer services. This fiduciary, multi-custodial partnership allows clients options from multiple institutional players across the industry – instead of the offerings of a single firm.
For more information, visit https://invresource.com.
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representative through RFG Advisory, a Registered Investment Advisor. RFG Advisory, Investor’s Resource and Private Client Services are all unaffiliated entities.