Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) based in Scottsdale, Arizona. The firm helps individuals and institutions build consistent and coordinated portfolios tailored to their unique financial objectives.
2001
Privately owned
Tailored to client preferences, ranging from fixed-income strategies to diversified portfolios, with a focus on minimizing risk.
Scottsdale, Az, United States
About
Mission
Dedicated to preserving and growing client wealth through customized investment and wealth management strategies, focusing on consistent and coordinated portfolios aligned with financial goals.
Values
Integrity, stewardship, passion, discipline, and transparency.
Participant Demographics
Serving individuals, families, foundations, trusts, and retirement plans.
Track Record
Team Experience
Team includes professionals with advanced certifications such as CFA, CFP®, CPA, and others.
Notable Achievements
Managing over $1.4 billion in assets for a diverse clientele.
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Scottsdale, Az, United States
Legal & Compliance
SEC
No major violations mentioned.
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