Limiting the number of relationships managed by each advisor allows Irongate the necessary time required to serve our clients at the level they deserve, while maintaining our in-depth and continuous research processes.

Pat Trimble

Services at Irongate

Through our independent and comprehensive approach to wealth management, Irongate consultants act as a personal CFO to our clients. This requires the consultants to actively participate in the research process, along with internal research staff, to gain an in-depth understanding of asset managers and their strategies. In addition to operating from an open architecture platform, this allows the consultants to provide the necessary unbiased information and access to “best in class” investment strategies that focus on preserving wealth during adverse market environments.

Irongate is pleased to serve individuals and families to whom we can add value, and do so by providing the following:

  • Ongoing investment education
  • Assessment of goals and objectives and risk tolerances
  • Ongoing evaluation of cash flow management
  • Development of a formal Investment Policy Statement
  • Investment manager due diligence
  • Formal quarterly review meetings
  • Consolidated reporting
  • Ongoing assessments of asset allocation and investment strategies and managers
  • Performance measurement and evaluation
  • Assistance with annual gifting