A complete list of active advisors currently associated with Ironsides Asset Advisors, LLC

Warmer can help you find a great advisor at Ironsides Asset Advisors, LLC or one who fits your needs even better.

Ironsides Asset Advisors provides financial planning, portfolio management and general consulting to high‑net‑worth individuals and institutional clients, including trusts, corporations, pension plans and charitable organizations. The firm prepares Financial Profiles and Investment Policy Statements as the basis for ongoing portfolio management and implementation. The firm develops individualized asset allocation plans and implements them through separately managed accounts, third‑party managers, mutual funds, ETFs, individual equities and fixed income, and performs detailed manager due diligence for private fund allocations. While Ironsides accepts discretionary authority for some mandates, it manages a large portion of client assets on a non‑discretionary basis and uses hedging and tactical instruments where appropriate. Compared with many peers, Ironsides serves a relatively small number of clients while managing over $1.4 billion in assets, producing concentrated, bespoke relationships and a high level of assets per client relationship. The firm’s use of options, short positions, margin and selective long/short and arbitrage strategies within separately managed accounts, together with allocations to hedge funds and private equity, is less common among similarly sized team advisors.

To learn more about the advisors currently working at Ironsides Asset Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.