Ironwood Investment Management

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Today: 9:00 am - 5:00 pm

27 Years

in Business

Accredited

Business

(617) 757-7600Call Visit WebsiteVisit Website Map & DirectionsDirections67 Batterymarch St Fl 3Boston, MA 02110 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Boston with Investment Management

Cambridge (5 miles)
Somerville (5 miles)
Dorchester (7 miles)
Brookline (7 miles)
Jamaica Plain (8 miles)
Malden (8 miles)
Medford (8 miles)
Brighton (8 miles)
Quincy (12 miles)
Lynn (15 miles)

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BBB Rating

Neighborhoods

Downtown Boston, Financial District

AKA

Ironwood Capital Management

Croff Peak Capital Management

Ironwood Investment Management, LLC

Other Links

https://ironwoodinvestmentmanagement.com

https://ironwoodinvestmentmanagement.com/home.php

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments

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Phone: (617) 757-7600

Address: 67 Batterymarch St Fl 3, Boston, MA 02110

Website: https://ironwoodinvestmentmanagement.com

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Ironwood Investment Management

Investment Management
Boston, Massachusetts-based, Ironwood Investment Management was founded in 1997 with the deliberate purpose of establishing an investment firm where personal values are allowed to be expressed in perfect alignment with the investments made in our professional work. We are 100% employee-owned and our own capital is managed alongside our clients in every strategy we manage.
Mutual Funds
Past Performance is not indicative of future results. Ironwood Investment Management®, LLC (Ironwood) is an independently managed investment advisory firm providing investment advisory services to institutional clients, mutual funds and high-net-worth clients. The firm is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Accounts in the Small Cap Core composite include separately managed, fully discretionary, fee-paying portfolios. Portfolios are invested in undervalued securities, the majority of which will have market capitalizations under $2.5 billion at cost, including securities with growth and/or value characteristics. Securities are considered undervalued when management believes the current share price does not accurately reflect the long-term economic value of the underlying company. Ironwood Investment Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. Ironwood Investment Management, LLC has been independently verified for the periods January 1, 1999, through December 31, 2019. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. The Small Cap Core composite has had a performance examination for the periods July 1, 2002, to December 31, 2019. The verification and performance examination reports are available upon request. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The creation date of the composite: July 2002. Performance inception date of the composite: January 1, 1999. Prior to July 2002, portfolios were included in the composite when at least 75% of the portfolio was invested in equity securities and when at least 75% of the portfolio was invested according to the investment style of the composite. Subsequent to July 2002, portfolios are included in the composite after the first full month of being fully invested. Returns are presented gross and net of management fees and include the reinvestment of all income. Net returns are calculated based on the highest fee of 1.00%. Investment management fees are 1.00% on the first $25 million, 0.90% on the next $25 million, 0.80% on the next $50 million, and 0.75% over $100 million on an annual basis and a client’s return will be reduced by these and other related expenses. The actual fee charged to

Accounting Services

Financial Planning
Retirement Planning
Asset Management
High net worth individual investors should prioritize asset allocation and efficiency in terms of costs and taxes. Innovations in investment products allow us to offer solutions that are diversified, cost effective, and tax efficient. We offer both single asset strategies, and multiple assets strategies for our private clients.

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