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Ironwood Investment Counsel
Asset Management
Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) based in Scottsdale, Arizona. The firm helps individuals and institutions build consistent and coordinated portfolios tailored to their unique financial objectives.
Overview and Management
Establishment Year
2001
Mission
Dedicated to preserving and growing client wealth through customized investment and wealth management strategies, focusing on consistent and coordinated portfolios aligned with financial goals.
Values
Integrity, stewardship, passion, discipline, and transparency.
Investment Roles
Direct Investor
Participant Demographics
Serving individuals, families, foundations, trusts, and retirement plans.
Generational Wealth Planning
Focus on wealth preservation and succession planning through estate and strategic planning services.
Risk Tolerance
Tailored to client preferences, ranging from fixed-income strategies to diversified portfolios, with a focus on minimizing risk.
References or Case Studies
Team Experience
Team includes professionals with advanced certifications such as CFA, CFP¨, CPA, and others.
Notable Achievements
Managing over $1.4 billion in assets for a diverse clientele.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No major violations mentioned.
info@ironwoodic.com
Phone Number
480-609-4700
Address
Scottsdale United States