Question 1

What is the company's approach to wealth management?

Accepted Answer

The company has developed a disciplined, rules-based process that adjusts to current market conditions, legislative and tax environments, and changes in the client's life. This approach aims to provide clients with confidence and peace of mind in any market or phase of life.

Question 2

How does the company manage risk?

Accepted Answer

The company has developed proprietary algorithms to help clients participate in good markets while managing risk in poor ones. They believe that hope is not an investment strategy, and they are committed to active management to help clients achieve their goals.

Question 3

What are the company's client services?

Accepted Answer

The company provides comprehensive advice, including financial planning and investment management. They are fiduciaries who aim to remove the worry from their clients' financial lives and allow them to pursue their passions.

Question 4

What types of clients does the company serve?

Accepted Answer

The company serves successful professionals and executives, business owners and entrepreneurs, and financially independent investors. They work with clients to learn about their unique goals and customize a plan to help them achieve those goals.

Question 5

What are the company's fee options?

Accepted Answer

The company offers investment fee options, including results-based fee structures for SEC-qualified clients. They believe in providing clients with a choice on how they compensate their wealth management team.

IronBridge Private Wealth

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Frequently Asked Questions about IronBridge Private Wealth

What is the company's approach to wealth management?

How does the company manage risk?

What are the company's client services?

What types of clients does the company serve?

What are the company's fee options?

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