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.
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.
Please Note: Limitations: The achievement of any designation or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.
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.
3Q18 Commentary
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2Q18 Commentary
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1Q18 Commentary
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4Q17 Commentary
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