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.
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
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
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.
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.
pele
Recent IronBridge Insights Reports
Price versus Earnings
The stock market’s rise this year has been exclusively due to an increase in valuations. If earnings can catch up to valuations, probabilities of a major bear market are greatly reduced.
The Fed’s Mixed Messages
The Fed met today and kept interest rates unchanged. However, their rationale was convoluted and confusing, resulting in a number of mixed messages.
Debt Ceiling: More Smoke than Fire
Negotiations on the debt limit are heating up in Washington. What implications may it have? In our view, negotiations are mostly political posturing by both sides trying to gauge the likelihood that the “other side” will ultimately be blamed from bad things…
Et Tu Brute
After the Fed’s rate hike, regional bank executives must feel the same betrayal Julius Caesar did when murdered by his most trusted confidant. What is next for the banking crisis?
Recent Strategic Wealth Blog Posts
Retiring in a Volatile Market: Control What You Can
How can market volatility impact your retirement plans? Learn tactics to optimize your strategy no matter what stage you are in on your retirement journey.
Continue Reading… Retiring in a Volatile Market: Control What You Can
Women and Money: An Evolved Approach
As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
Mistakes are Expensive: Financial Planning for Gen X and Gen Y
Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with a financial advisor was when they needed to create a retirement income…
Continue Reading… Mistakes are Expensive: Financial Planning for Gen X and Gen Y
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…
Recent Strategic Growth Video Podcasts
2023 Mid-Year Outlook Webinar
View the recording of our 2023 Mid-Year Outlook webinar. https://youtu.be/AVxAjMd3rc8 Here are the topics we discussed and the time in the recording it happens so you can fast-forward to topics you find most relevant: Recession probabilities (1:29) S&P 500, Dow Jones &…
Market Volatility Webinar: When the Levee Breaks
Market volatility has risen dramatically this year. In this episode, we discuss the markets, Fed, levels to watch on the S&P 500, the big four stocks, potential outcomes and portfolio positioning.
Continue Reading… Market Volatility Webinar: When the Levee Breaks
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
Let’s talk.
Contact us today to regain confidence in your financial future.