Ironwood Investment Counsel utilizes separate account managers, institutional class mutual funds and exchange traded funds to gain exposure to asset classes that are critical to portfolio diversification.
Separate account managers are engaged when warranted by portfolio size and complexity. These accounts are typically more tax efficient and less costly relative to traditional mutual fund exposure.
Separately managed accounts and institutional class mutual funds are selected based on quantitative and qualitative criteria. More specifically, they are ranked within their peer group, with an emphasis on risk and return measures. We utilize separate account managers, institutional class mutual funds and exchange traded funds for the following traditional asset classes:
- International equity
- Domestic small capitalization equity
- International small capitalization equity
- Emerging market equity
Ironwood Investment Counsel uses institutional class mutual funds and limited partnership interest for modest exposure to the following non-traditional asset classes:
- High-yield fixed income
- Emerging market fixed income
- Absolute return
- Hedged and opportunistic equity
- Private equity
- Domestic and international real estate
*Please Note: Limitations. : Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Ironwood) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.