Ironwood Investment Advisers, LLC

Overview

Ironwood Investment Advisers, LLC is a small, equity-focused registered adviser that provides portfolio management for individuals and small businesses on a percentage-of-AUM fee basis. The firm’s filings and asset mix show a clear preference for exchange-traded equities as the primary building block of client portfolios, supplemented by mutual funds and allocations to real estate as an alternative exposure. Advisory activity is concentrated on discretionary portfolio management, with most client relationships structured as separate managed accounts rather than pooled vehicles. The firm is not positioned as an ESG specialist, multi-state adviser, or pension consultant. Its owner-type is individual and the client base is primarily individual and family, which suggests a boutique advisory model that emphasizes personalized portfolio construction and relationship-based service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices