• The broker is not your friend. He's more like a doctor who charges patients on how often they change medicines. And he gets paid far more for the stuff the house is promoting than for the stuff that will make you better.

    Warren Buffett

Individual Investor

Bringing institutional discipline to the 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