Rules-Based Investing. Active Risk Adjustments. Comprehensive Advice.
Go Forward with Confidence.
Live Your Best Life
Working with a wealth management team should free your time and allow you to pursue your passions. We are fiduciaries who help remove the worry from your financial life.
A Disciplined Process for Any Environment
We have developed and refined a disciplined process that adjusts your portfolio and financial plan in real-time to changing market conditions, varying legislative and tax environments, and most importantly changes in your life.
Trust is Earned, not Given
For us to earn your trust and confidence, we must execute and show results. Whether it is the return on your investment portfolio, navigating challenging markets, or advising on various planning strategies, we are fiduciaries who act decisively and always with your best interest in mind.
Don’t Leave it up to Chance
We believe there is a better way to serve your wealth management needs.
Active Management
Hope is not an investment strategy. Our investment process does not involve guessing or trying to predict the future. Nor does it simply invest everywhere at all times. We have developed proprietary algorithms to help our clients participate in good markets while managing risk in poor ones.
Meaningful Advice
Investment success is only part of the equation, so we offer comprehensive financial planning, business advisory services, real estate advice and private equity analysis. We learn about your unique goals and customize a plan to help you achieve those goals.
Proactive Communication
Confidence results from knowing your plan is on track to achieve your goals. But it is more than that. Confidence also means being informed about your portfolio, market conditions and financial planning strategies. We strive for a relationship where you don’t have to worry.
Investment Fee Options
We offer investment fee structures based on your actual investment results*, in addition to industry-standard fee schedules. You now have a choice on how you compensate your wealth management team.
*Results-based fee structures are for SEC qualified clients only.
Who We Serve
- Successful Professionals and Executives
- Business Owners and Entrepreneurs
- Financially Independent Investors
Who We Are
- Active portfolio managers and financial planners
- Committed to deep analysis of financial markets to identify favorable and unfavorable market cycles
- Persistent and diligent in our advice and investment management
- A comprehensive resource for analysis of private assets such as real estate, private equity and business ownership
Who We’re Not
- Beholden to pie chart investment strategies
- Advisors who will tell you to “Stay the Course”
- Always bullish or always bearish; we let market conditions drive appropriate actions
- Sales people disguised as financial advisors
Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most all, love of what you are doing or learning to do.
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Communication with You in Mind
Financial markets are some of the most complex systems in the world. To successfully navigate them, you must accept the reality of the current market conditions, not hope for something different.
Our publications are designed to keep you informed of trends that may affect your wealth.
IronBridge Insights
Our market analysis discusses the reality of the current market environment, identifies key drivers to watch, and provides a sense of how your portfolio is positioned. All while trying to avoid over-generalized investment jargon.
Strategic Wealth Blog
Our blog posts are short articles focused on ways to help grow your wealth. Topics include investment strategies, legislative updates, private investments, and financial planning considerations.
Strategic Growth Video Podcast
Our video podcast, called “Strategic Growth”, uses charts to better visualize current trends in the markets and the economy.
Our mission is clear: Give you Confidence.
Our mission is to provide you with confidence in any market environment and in any phase of life, so you can live your best life possible.
– JIM DENHOLM, FOUNDER & CEO
Recent IronBridge Insights Reports
Wise Men and Fools
An important skill in volatile markets is to acknowledge that you don’t know what will happen. We review the conflicting signals to help understand the current environment.
Ukraine War: Portfolio Update
When changes happen in markets, you must adapt. Here are the changes we have made in client portfolio so far this year.
Ukraine War: Market Update
This may be the most important few weeks since the 2008 financial crisis. We review the sanctions against Russia, look at the S&P 500, and discuss the Fed’s likely path forward.
Ukraine War: Informational Resources
During times of uncertainty, information is critical. We have been tracking multiple resources to follow developments in Ukraine, and wanted to share these with you. Unfortunately, the major US News outlets are filled with partisan slant. It is distracting, and more resembles…
Recent Strategic Wealth Blog Posts
Estate Planning for Small Business Owners
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope…
Fed Raises Interest Rates: Implications and What We’re Watching
After reducing rates from 2.5% in 2019 to zero at the onset of the pandemic, the Federal Reserve has hiked rates by 0.25%. What does this mean and what should we be watching?
Continue Reading… Fed Raises Interest Rates: Implications and What We’re Watching
In Celebration of International Women’s Day: A Look at Financial Milestones in Women’s Lives
In celebration of International Women’s Day, here are the major financial milestones you should consider in each stage of your career.
Value Your Business like it’s Your Retirement Plan, Because it is.
Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.
Continue Reading… Value Your Business like it’s Your Retirement Plan, Because it is.
Recent Strategic Growth Video Podcasts
Strategic Growth – Episode 3
In this episode, we discuss the market during the 1970’s, the best performing assets during the 1970’s, the 5 largest stocks in the S&P 500, compare US vs International Stocks, and review the S&P 500 P/E Ratio vs Treasury Yields. https://youtu.be/LjfE3vpz0O8
Strategic Growth – Episode 2
In this episode, we discuss small caps, the stock/bond ratio, various inflation metrics, and visit Enron 20 years later. https://youtu.be/JT9-XPYaDco
Strategic Growth – Episode 1
In this episode, we discuss the recent surge in COVID due to the Delta variant, compare this surge to the UK on when we may expect cases to begin to drop, look how previous surges in cases have effected both the S&P…
Let’s talk.
Contact us today to regain confidence in your financial future.