What We Offer and Our Approach
OUR CUSTOMIZED APPROACH TO WEALTH MANAGEMENT
We manage global portfolios, taking a 360 degree view of assets.
We work closely with individuals and family offices to create a customized wealth management plan based on the client's long-term objectives and risk tolerances. Some clients hire us to only implement our planning process. Others need only our investment advice. More often than not, clients synergistically combine these two proprietary processes and employ us to manage portfolios globally for them, taking a 360° degree view of their assets. This closely integrates your investment, planning, and tax strategies - often in coordination with outside advisors such as attorneys, bankers, insurance agents, and accountants that you already have retained or with whom we have existing relationships.
Wealth Management - Our Approach
Our Approach Begins and Ends with our Clients
Ironview Capital Management's wealth management process begins and ends with the client, and we believe collaboration is essential to the long-term success of our relationship. To that end, it is critical that we keep our clients educated at all times about their plan as well as our views and the genesis for those views.
Step 1 – Discovery: Assessment of your current financial position and risk management strategy, as well as clearly outline your short-term and long-term goals.
Step 2 – Planning: Develop a customized strategy synthesizing your current situation with the goals you have defined for yourself.
Step 3 – Plan Formalization: Agreement on the specific steps to be taken to achieve your short-term and long-term goals.
Step 4 – Implementation: Execution of your personalized plan, keeping you informed every step of the way. This may include coordinating other external advisors you may already have in place and with whom you wish to continue to work. We also have access to industry-leading partners to assist, as appropriate, with the implementation of your plan.
Step 5 – Monitor, Review, & Adjust: No effective plan is static, especially in our dynamically changing world. We continuously monitor and review how the strategies we are implementing together are performing, while taking into account any changes in your life, family situation and the external environment.