About Us
Founded in 2001, Ironwood Investment Counsel is a fee-only advisor dedicated to helping clients meet their unique financial objectives. The firm manages over $1 billion for individuals, families, foundations, trusts and retirement plans.
Introduction
Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona. The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives.
Services
We are dedicated to helping our clients preserve and grow their wealth through a comprehensive advisory approach that integrates tax efficient investment management, cash flow needs, estate planning, charitable intentions, and more.
Certifications and Qualifications
Our team is dedicated to providing the highest level of service in order to create an exceptional client experience.
Our employees have a very diverse background with many years of experience and education, including master’s degrees in portfolio management, taxation, and business administration.
Additionally, several of our investment team members have achieved the following designations:
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP®)
Certified Public Accountant (CPA)
Certified Trust and Financial Advisor (CTFA)
Certified Investment Management Analyst (CIMA®)
Commentary
Economic and market overview made available to you every quarter.
1Q18 Commentary
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4Q17 Commentary
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3Q17 Commentary
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2Q17 Commentary
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