Ironwood Investment Counsel

Overview

Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona. The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives. Founded in 2001, Ironwood manages over $1.7 billion in assets for a diverse client base, including individuals, families, foundations, trusts, and retirement plans. As a fee-only advisor, Ironwood does not collect commissions or sell insurance, ensuring an objective approach to wealth management. The firm's investment strategies are actively managed and built on the foundation of risk reduction and tax efficiency. Ironwood employs a comprehensive, client-centric approach to investment and wealth management, integrating tax-efficient investment management, cash flow needs, estate planning, and charitable intentions. The firm utilizes a core-satellite approach for asset allocation, combining proprietary core strategies with satellite strategies to provide risk reduction and return enhancement. Core investments include large-cap equities, tax-exempt and taxable municipal bonds, corporate bonds, and preferred securities. Satellite strategies focus on areas where outperformance is likely and/or areas that are less correlated with global equity and fixed income markets. Ironwood's team comprises professionals with diverse backgrounds and years of experience, including master's degrees in portfolio management, taxation, and business administration. Several team members hold prestigious designations such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Trust and Fiduciary Advisor (CTFA), Certified Investment Management Analyst (CIMA®), Certified Public Accountant (CPA), and Retirement Income Certified Professional (RICP®). The firm's values are integrity, stewardship, passion, and discipline, with a vision to be known by the investing public as offering the highest quality investment and wealth management experience.