Institutional Investor

Iron Capital provides a full range of institutional consulting services and is the first to complete the entire investment process, from plan sponsor to participant services. Whatever your needs, we can handle them with distinction, efficiency and trust.

Plan Sponsor Consulting Services

• Assistance with plan design
• Plan provider search assistance
• Request for Proposal construction
• Vendor screening and selection
• Participant communication

Plan Sponsor Investment Counsel

• Sharing of fiduciary responsibility with plan trustees
• Creation and monitoring of Investment Policy Statement
• Investment fund due diligence for manager selection
• Quarterly due diligence reports
• Independent fiduciary services
• Custom target-date funds
• Outsourced Chief Investment Officer

Participant Services

• Plan communication strategies
• Participant investment education
• One-on-one participant investment advice
• Participant account management
• Wealth management services for executives