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.

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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.

Wealth Management Investment Management

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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: LimitationsThe 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.

Commentary

Economic and market overview made available to you every quarter.

1Q19-quarterly-commentary

1Q19 Commentary

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4Q17-quarterly-commentary

4Q18 Commentary

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3Q17-quarterly-commentary

3Q18 Commentary

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2Q17-quarterly-commentary

2Q18 Commentary

Click on the above image to view the quarterly commentary.