The stock market is filled with individuals who know the price of everything, but the value of nothing.
Philip Arthur Fisher
Services
Providing customized investment counsel to institutional, corporate and individual clients nationwide.
INVESTMENT PHILOSOPHY
All great investors end up doing the same thing: they build portfolios of great companies bought at low prices, and they hold those companies for a long time. We are owners of companies, not traders of stocks. We look for great companies that show sustainable growth, high returns on invested capital, and have strong balance sheets. We buy those companies at opportunistic prices and we hold them for long periods of time. When the need arises to use outside managers through mutual funds, we look for managers who also believe in owning companies, who have low turnover and low expenses. We believe that the market is basically efficient, but that the extreme short-termism of Wall Street can lead to extraordinary returns for those who are willing to be patient.
THE INVESTMENT PROCESS
Investment success is an elusive goal for most investors. To give yourself the best possible chance of achieving your investment goals, you must adhere to a disciplined process. The professionals at Iron Capital guide each client through the investment process step by step with the same discipline and care we provide to our institutional clients.
Individual Investor
Iron Capital Advisors offers a full range of investment counseling services for the individual investor. For all clients, we offer institutional level money management advice while striving for both cost effective and tax efficient management of your portfolio.
Investment counseling
Development of investment policy statement
Strategic asset allocation
Estate and financial planning
Portfolio rebalancing
Separately managed accounts
Two sets of statements to compare for accuracy
Communications explaining any changes in your account
Notifications from custodians concerning trades
Iron Capital’s quarterly newsletter and investment commentaries
Annual review
Open access to service teams at Iron Capital
Corporate & Institutional Investors
Iron Capital provides a full range of institutional consulting services 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