IronBridge Private Wealth Management
Forward with Confidence
Disciplined Process for Any Environment
We believe there is a better way to invest. It begins by recognizing that markets work in cycles.
No one can predict the markets with any consistency. Yet most investment firms either try to guess where markets will be in the future, or worse simply invest in every asset class at all times.
Our investment process does not involve guessing or trying to predict the future. We apply advanced analytical tools and a structured approach to identify which investments provide our clients with the highest probability of success in both good markets and bad markets.
Asset Management
Apply intelligent risk management to your hard earned wealth, not mindless diversification. We use disciplined processes and advanced technology to identify favorable investing environments so you have the highest probability of success.
Meaningful Advice
Investment success has its roots in persistent and comprehensive financial planning. We offer comprehensive wealth planning, business advisory services, real estate advice and private equity analysis.
Market Analysis
A deep understanding of financial markets is critical to consistently grow and protect wealth. We publish meaningful analysis on a predictable schedule so you have perspective on a variety of markets.
Results Based Fees
Does your wealth advisor truly believe in their investment strategies? We do, and we offer fee structures based on your actual investment results. You now have choices when it comes to fees.
Forward Thinking Portfolios
Our Mission
At IronBridge, our Mission is to provide our clients with confidence in any market environment, in any phase of life, and to see them live their best lives possible.
Independent, Diligent and Accountable Wealth Managers
Our Goal for You
Our goal at IronBridge is to provide our clients with confidence in any market environment and in any phase of life. We do this by being proactive and diligent in managing risks and capturing returns in both good and bad markets.
We hope to earn your trust by understanding your financial situation, thinking differently about how to grow and protect your wealth, and being persistent in planning and portfolio management.
– Jim Denholm, Founder & Managing Director
Recent Market Publications
Climbing the Wall of Worry
Read as PDFPrint this ReportThere is an old saying that markets “climb a wall of worry” and “slide down a slope of hope”. Given the incredibly bizarre nature of today’s investment world, it seems the wall of worry is alive and well. We examine the effects of tariffs, and look at three potential paths the…
Three Principles for a Better Portfolio
Read as PDFPrint this ReportMarkets are full of surprises. We have seen plenty over past the week, and even more over the past few years. Should we be surprised though? We discuss three principles to help improve portfolio construction to help deal with the inevitable surprises that will occur as investors. Market Microscope Use Principles…
Trade Tariffs Sink Markets…Again
Read as PDFPrint this ReportMajor stock indexes fell over 2% on Monday, May 13th. While the majority of our indicators are still showing signs of strength, various measures of market health are signalling the potential for a change of trend from the strong upward moves so far this year. Last week, our proprietary signals moved…
Yes Dear
Read as PDFPrint this ReportThe past six months have been good and bad to both bulls and bears. Bullish investors have participated in an amazingly strong 2019, but had to tolerate a loss of over 20% of their capital in Q4. While bearish investors were feeling great around Christmas, only to see their pessimism crushed…