A complete list of active advisors currently associated with Ironwood Investment Counsel, LLC

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

Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations and retirement plan sponsors. The firm also offers retirement plan consulting (serving as a 3(21) and 3(38) advisor), participant education, and related estate and insurance consulting on a limited basis. Ironwood’s investment process centers on fundamental analysis and ongoing portfolio monitoring, with allocations across individual equities, fixed income, mutual funds and ETFs; the firm may also engage independent managers or private investment funds for portions of client portfolios and treats cash as an asset class. It implements a range of strategies from long-term holdings to shorter-term trading and option strategies (including covered calls), and may manage structured notes, variable annuity sub-accounts and margin when authorized by clients. What is uncommon for a multi-team adviser is Ironwood’s regular role serving other registered investment advisers through sub‑advisory and model-provider arrangements, in addition to its direct client work. Managing roughly $1.75 billion across about 549 client relationships, the firm combines retirement-plan 3(21)/3(38) consulting, model provision to other advisors, and private‑fund due diligence in a mix of services that gives it broader institutional interactions than many peers.

To learn more about the advisors currently working at Ironwood Investment Counsel, 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.