Ironwood Investment Management, LLC

Ironwood Investment Management, LLC is a registered investment adviser founded in 1997, specializing in domestic stocks through various targeted investment products. The firm's strategies focus on fundamental, bottom-up research on individual companies, offering a range of strategies including Small Cap Core, Micro-Cap, Concentrated Small Company Stock, Small Company Stock, Diversified All Cap Core, Large Cap Growth, Multi Asset, Global Equity, and V.I.P. Strategies. Ironwood manages approximately $222 million in client assets as of February 28, 2025, all on a discretionary basis. Clients have the option to impose restrictions on investing in certain securities. The firm charges fees based on negotiated terms considering factors like account size and investment objectives, billing fees quarterly. Ironwood's fee structure excludes brokerage commissions and other related costs. The firm is a fiduciary, acting in the best interests of clients. Investment discretion is granted to Ironwood, allowing them to make decisions on buying and selling securities based on agreed-upon objectives. Ironwood also provides detailed client account reviews, quarterly reports, and proxy voting services. The firm's team includes experienced professionals like Donald Collins, Warren J. Isabelle, Paul Weisman, Regina B. Wiedenski, and Ravi Jain, each with a strong educational background and extensive business experience in the financial industry.