Sunny evening skyline of downtown Austin, Texas, overlooking a very busy Lady Bird Lake, peppered with kayakers and water sports, crowded Ann and Roy Butler pedestrian bridge, and heavy traffic on the Lamar Bridge. IronBridge Private Wealth calls Austin, Texas, USA home.

Proactive Investing

Markets work in cycles. We proactively adjust portfolios using a rules-based approach to help navigate changes that affect your financial life.

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Process Driven

We have developed and refined disciplined processes for financial planning and portfolio management, to ensure your financial goals are met with the highest probability possible.

Integrate Your Wealth

Our wealth management process integrates your portfolio, financial plan, real estate, and business ownership in a customized strategy to maximize your wealth.

Capitalize on Opportunities

We believe that investment opportunities exist through a variety of different asset classes and solutions, and those opportunities change over time. From public markets to private equity, real estate to private business ownership…your wealth manager should have a holistic view of how to take advantage of different market conditions.

Proactively Adjust Risk

You shouldn’t have to initiate a conversation in order for your portfolio to adjust to the realities of the market. We take action to adjust your portfolio in real time to take advantage of changing risk and opportunities.

Three Pillars of Investment Success

Client portfolios are designed around our 3 Pillars of Investment Success.

Participate in Good Markets

Successful investing requires exposure to the correct assets in the correct environment. Having exposure to good markets allows your portfolio to participate in favorable trends in stocks, bonds and other investments, while avoiding markets with poor risk/return characteristics. We use the following strategies to identify how and where to participate: • Dynamic Asset Allocation • Trend, Momentum and Reversal Analysis • Security Selection • Market Cycle Analysis • Manager Selection • Global Asset Exposure

Manage Risk in Bad Markets

One of the most overlooked ways to generate consistent returns and help you achieve long-term investment success is through strong risk management. In our view, risk management goes far beyond asset allocation. It must include managing the potential loss of capital and avoiding large and damaging losses that present themselves in bad market cycles. This includes: • Non-emotional approach to portfolio decisions • Layered exit strategies, including stop losses, profit targets, momentum analysis, trend lines, and other IronBridge strategies • Dynamic Asset Allocation • Security Selection • Market Cycle Analysis • Manager Selection • Global Asset Exposure

Search for Alpha in All Markets

In addition to participating in strong markets, we have developed strategies that attempt to generate results that exceed specified benchmarks. We have developed a variety of proprietary tools to find areas of the market that have a increased opportunities for outperformance. These tools are designed to put the “wind at our back”, and invest when the environment is most favorable for our clients. These tools include: • Mathematical Trend analysis • Deep Analytics of Investments • Analysis and confirmation over multiple time-frames • Comparative Analysis and Stack-Ranking

How Do We Invest Your Portfolio?

Once you become a client of IronBridge, we start to manage your portfolio using a set of proprietary investment models.

We strategically invest your capital based on the current opportunities in the market, personal preferences and risk tolerances, and any tax exposure that needs to be monitored. We also will remain patient to invest cash if our algorithms are not giving us favorable readings.

It's time for common sense to return to investing.

Step 1: Identify Your Portfolio Objectives

Step one is to understand your investment objectives so we can identify the maximum risk your portfolio will take.

However, your portfolio does not need to be at the maximum risk exposure at all times.

Our proprietary investment models help us identify when and where to allocate your portfolio, within predetermined constraints.

Step 2: Opportunistic Implementation

Everything we do has a process, including how we implement your portfolio.

If you fund your account with cash, we opportunistically add risk as we get specific buy signals for each position.

If you transfer existing assets to IronBridge, we analyze those positions to determine when to re-allocate your portfolio based on your current investment exposure, tax implications to make changes, and by applying our buy and sell discipline to each holding you transfer in.