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
5 Themes for 2022 and Why We Hate Year-End Predictions
We hate year-end predictions. Maybe “hate” is the wrong word…it is far to kind. We absolutely despise the cringeworthy year-end predictions that accompany this time of year. (Feel free to imagine other colorful adjectives we may use to describe them.) Why? Because…
Continue Reading… 5 Themes for 2022 and Why We Hate Year-End Predictions
Houdini’s Hole
The Paramount Theatre in Austin, Texas is a city treasure. It has an amazing variety of shows, and the list of notable performers is unmatched. It was built in 1915, and began mostly as a vaudeville house. Just a few of the…
The Wolf and the Crane
Aesop was a Greek storyteller who lived from 620-564 BCE. His stories were verbally passed down through time, and often included tales of animals and inanimate objects that could speak and solve problems. Many of Aesop’s Fables are commonplace even to this…
We’re All Cats on a Hot Stove
Waiting for a correction in the stock market? It may have already happened.
Recent Strategic Wealth Blog Posts
Planning for 2022: The IRS has Increased Several Key Deductions, Exemptions and Contribution Limits
The spike in inflation we’ve seen this year has impacts beyond having to pay more for goods and services. The IRS uses consumer price inflation (CPI) to determine certain increases to exemptions and deductions for federal tax purposes. These are automatic and…
It Came from Left Field
Last Friday, the day after Thanksgiving, the market fell almost 1000 points. What was that all about? First off, let’s put this move in context. Volatility Spikes The VIX rose 54% on Friday. This was the fourth largest spike in the history…
Charitable Giving and Donor-Advised Funds
The impulse to help others in need and to share good fortune is universal. It has never been solely the province of the very wealthy; charitable giving at all income levels, whether by donating time, money, or expertise, is a part of…
Safeguarding and Passing on Your Digital Assets
Google searches for “cryptocurrency” hit all-time highs in May. A survey from CNBC found that 1 in 10 people now invest in crypto. Of that group, 65% got in the crypto market within the past year.2 As crypto becomes a more significant…
Continue Reading… Safeguarding and Passing on Your Digital Assets
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.