Ironcrest Capital Management LLC

Ironcrest Capital Management LLC, based in Santa Barbara, CA, is a registered investment adviser specializing in managing assets for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Established in an unspecified year, the firm acts as a fiduciary, always prioritizing clients' best interests. Ironcrest offers a wrap fee program, allowing clients to pay a single fee for investment advisory services and custodial transaction costs. The firm's investment strategies include Wrap Asset Management and Wrap Comprehensive Portfolio Management, tailored to individual client needs. Fees for these services do not exceed 1.50% and 2.00%, respectively, and are billed on a pro-rata basis monthly. Ironcrest recommends Charles Schwab & Co., Inc. as the custodian, which does not charge transaction fees for U.S.-listed equities and ETFs. The firm's investment analysis methods include charting, cyclical analysis, fundamental analysis, qualitative analysis, quantitative analysis, and technical analysis. Ironcrest's portfolio managers are licensed investment adviser representatives who manage accounts on a discretionary basis. The firm's Code of Ethics ensures ethical conduct, and personal trading is monitored to prevent conflicts of interest. Ironcrest provides proxy voting services and does not pay referral fees. The firm does not have financial conditions impairing its ability to meet obligations and has no relationship with securities issuers. Ironcrest does not have a bankruptcy history and complies with state registration requirements. Clients can contact the Chief Compliance Officer for more information on the firm's practices.