A complete list of active advisors currently associated with Ironstream Capital, LLC

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

Ironstream Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and personal trusts and estates, addressing retirement, estate and charitable planning, college savings, and other financial decisions. The firm manages roughly $86.5 million in discretionary client assets across a limited number of client relationships. Ironstream develops an Investment Policy Statement for each client and customizes portfolio allocations using individual equities, fixed income, ETFs, and commingled funds, exercising discretionary authority to implement buy, sell, and hold decisions. Its investment process integrates fundamental and quantitative analysis with sustainability factors—using valuation, growth, momentum, and environmental/social considerations—while actively managing sector, interest-rate, and credit exposures. Noteworthy features relative to many peers include a concentrated client base with relatively high assets per relationship and an exclusively discretionary management model. The firm offers an Impact Equity strategy alongside donor-advised fund and 529 target-enrollment approaches, and it routinely leaves proxy voting decisions to clients rather than voting on their behalf.

To learn more about the advisors currently working at Ironstream Capital, 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.

Name	Location	Years of experience
Christopher Jernstrom	Seattle, WA	8

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