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
The Icarus Market
Read as PDFPrint this ReportThe myth of Icarus warned of the dangers of over-confidence. If we compared the markets to the flight of Icarus, how close are we to the sun? Close enough to melt our wings? “Well, I think we tried very hard not to be overconfident, because when you get overconfident, that’s when…
Ain’t it Funny how Falling Feels like Flying
Read as PDFPrint this ReportThe GameStop saga represents an investment fervor that has gripped the media and markets over the past few weeks. What really happened, and what are the takeaways from yet another strange environment we find ourselves in? “Ain’t it funny how falling feels like flying, for a little while.” -Jeff Bridges in…
Twin Risks: Valuations and the Fed
Read as PDFPrint this ReportAs we enter 2021, we turn our focus to things that could change the current bullish environment. Two main risks may emerge as the market continues its push higher: Valuations and the Fed. “Life is a cycle, always in motion, if good times have moved on, so will times of trouble.”…
Gridlock is Good?
Read as PDFPrint this ReportMarkets across the globe surged today, despite election uncertainty. Just like in 2016, predictions about what would happen in the 2020 Presidential election were flat out wrong, as were market predictions for a market crash. It appears that gridlock, the Fed, and the potential for stimulus talks to resume are driving…