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(800) 467-0480 - Toll Free

(480) 776-5960 - Phoenix, AZ

(949) 424-6131 - Laguna Niguel, CA

(603) 413-4961 - Portsmouth, NH

Frequently Asked Questions

What is an RIA?

A Registered Investment Advisor (RIA) manages the assets of high net-worth individuals and institutional investors, and sits on the buy side of the investment field. An RIA must register with the SEC and in all the states in which they operate.

What is Ironwood's Investment Philosophy?

Ironwood uses active and passive management styles. We follow the basic tenets of Modern Portfolio Theory for a foundation to our investment process.

What is an IPS (Investment Policy Statement) and why is it important?

A document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives.