logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
logologologo
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About
  • IRON Wealth Platform
  • Investment Management Consulting
  • Advisor Partnerships
  • About

Meet Our New
Suite of Wealth Solutions

01 | IRON
Wealth Platform
02 | Investment
Management Consulting
03 | Advisor
Partnerships

IRON Financial,
Difference Maker

Partner with IRON and you partner with over 30 years of experience.

 

Our passion and proficiency lies in managing core investment strategies in pursuit of growth and income, and curating private investments that target alternative return streams.

Our Tailor-Made Suite of Wealth Solutions

01 | IRON Wealth Platform

We believe in a comprehensive approach to support our clients’ pursuit of their personal life and wealth goals. As an independent multi-family office, we provide ultra-sophisticated services to high-net-worth individuals, multi-generational families, entrepreneurs, and business owners. 

IRON Wealth Components

Multi-Family Office

Unlike a more limited, traditional wealth management firm, we offer a complete solution to our clients’ financial and investment concerns.

From the beginning, our experienced advisors commit an involved and tailored approach to each of our families. They bring smart inter-generational support and invaluable continuity among family members to the table.

Wealth Planning

Our wealth planning philosophy is rooted in a dedication to knowing your family personally so that your financial picture, along with your goals, interests, and concerns comes to light.

Our wealth advisors leverage a union of our internal resources and the advice of trusted outside professionals to develop and implement individualized and meant-to-evolve strategies.

Investment Management

Over the last three decades, we have honed our investment strategies to meet a range of income needs, including alternative return streams.

Our experienced investment team is well versed to deliver our own IRON investment strategies and services, as well as, external investments and services.

IRON Wealth Services

  • Private Wealth Management
  • Financial Planning
  • Investment Advisory
  • Wealth Strategy
  • Tax Strategy Planning
  • Liquidity & Exit Planning
  • Pre-Transaction Planning
  • Family Governance & Education
  • Risk Management
  • CFO Services
  • Estate Planning & Legacy
  • Trust Services
  • Philanthropic Planning
  • Lifestyle & Wellness
  • Investment Team

02 | Investment Management Consulting

Partner with IRON and you partner with over 30 years of experience.

Our passion and proficiency lies in managing core investment strategies in pursuit of growth and income, and curating private investments that target alternative return streams.

Partner Benefits

  • Reserved private opportunities
  • Quarterly Family Net Worth updates and monitoring of investment services
  • Direct in-house research and trading of core-fixed income, including: treasury bonds, investment grade bonds, and municipal bonds
  • Direct in-house research and trading of exchange traded equities
  • Core diversified portfolio exposure using both individual securities and ETFs

03 | Advisor Partnerships

Our experienced team of wealth advisors is at the heart of our distinctive edge. Other benefits include our platform of resources and curated technology. We specialize in alternative (private direct investments), fixed income, portfolio management, as well as evaluating potential outside investments. Our partnerships are ideal for businesses seeking growth, professional industry resources, or succession plans. 

Advisor Partner Resources

  • Front-, middle-, and back-office support
  • Client-focused plans
  • Lead flow-focused plans
  • Marketing and social media access
  • Financial planning team and tools
  • Seasoned internal investment team focused on fixed income and Core Portfolio management
  • Access to institutional-quality private direct investments

Get to Know Us

A History We’re Proud Of –  Our Work by the Decade

2020 and On 2020 and On At the end of 2020, with $8.2 billion in assets, we divested our Corporate Retirement Services division to focus on investment solutions for high-net-worth individuals, advisors, and corporations. Today, we are dedicated to a comprehensive multi-family wealth platform, providing tailored investment strategies for our clients. 2010-2020 2010-2020 We added REITs, convertible bonds, equity option premium income, and corporate bonds to our asset management strategies. ERISA 3(38) plans exceeded 1,000. As we start our 22nd year, we maintain our "client-first" ethos with $5.4 billion in assets and 25 years of experience. 2000-2010 2000-2010 We launched our Corporate Retirement Services division and invested in "The Engine" to boost data and research. We also introduced IRON Select Portfolios with top ETFs and mutual funds. 1994-2000 1994-2000 IRON Financial was founded to offer transparent, valuable investments with a strategic income style, actively managed and independent of traditional markets. As interest from business owners grew, we expanded into retirement plans.

Our Suite of Wealth Solutions

01 | IRON Wealth Platform
02 | Investment Management Consulting
03 | Advisor Partnerships

Contact IRON Financial

630 Dundee Rd, Ste 300
Northbrook, IL 60062

Phone: 847-715-3200
Fax: 847-715-3499

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