A complete list of active advisors currently associated with Ironwood Investment Advisers, LLC
Warmer can help you find a great advisor at Ironwood Investment Advisers, LLC or one who fits your needs even better.
The firm provides ongoing portfolio management to individual and high-net-worth clients and also advises tax-qualified retirement plans and non‑qualified deferred compensation arrangements. Services documented in its brochure include customized investment policy statements, discretionary portfolio management, and non‑discretionary 3(21) fiduciary consulting for plan sponsors. Its investment process combines multiple methods of analysis — charting, cyclical, fundamental, technical, and modern portfolio theory — to construct portfolios of mutual funds, ETFs, equities, fixed income, REITs and Treasury inflation‑protected securities. The firm typically formalizes client risk tolerances in an IPS, requests discretionary trading authority for implementation, and conducts at least quarterly reviews and reporting while using custodial relationships for trade execution and client statements. Compared with many peers, regulatory disclosures show the firm is affiliated with an accounting firm, and it highlights hands‑on 3(21) plan services such as investment screening, lineup recommendations, and quarterly plan reviews that accompany its individual wealth-management work. The firm operates with a small, single‑owner advisory model that does not participate in wrap fee programs or accept performance‑based fees, and it relies on custodian relationships and third‑party research/support services described in the brochure.
To learn more about the advisors currently working at Ironwood Investment Advisers, 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 |
|---|---|---|
Port Allen, LA
| 13
|
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