Comprehensive Management

Ironwood offers comprehensive management solutions for a wide array of institutional client types including Private Family Foundations, Donor Advised Funds, Charities, Insurance Companies, Banks, Corporations and Retirement Plans. This offering creates a customized portfolio designed to meet specific risk and return objectives in a fiduciary manner.

These goals are accomplished through asset allocation framework, proprietary management of core assets, manager selection and due diligence, and performance reporting.

Proposal Request

To request a proposal please contact Matthew Carter or Jeffrey Shiffra.