Broker Check

Investment Models
Crafted by Advisors,
For Advisors

Optimize your strategy with portfolios built on rigorous screening, continuous monitoring, and tailored for retail investors.

Our Mission

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Our Models

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Our Team

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What We Do
Performance Built on Trust

At Iron Point Capital Management, we specialize in providing investment performance that advisors can confidently stand behind, using a thoughtful and measured process that is agnostic to bias. We add value to advisors by making portfolios aimed to please retail investors by using our stringent proprietary screening process. By focusing on client-centered asset management, we empower advisors to have more meaningful conversations with their clients, freeing them from the daily intricacies of asset management and allowing them to focus on delivering exceptional value.

Our Process


Who We Help 
Empowering Advisors for Success

Our services are designed specifically for financial advisors who manage money primarily in advisory accounts. We understand the unique challenges they face and offer solutions that enhance their ability to deliver exceptional value and performance to their clients.

Expertise

Customization

Result Driven

Client Centric

How We Help 
Tailored Investment
Solutions for Every Need

At Iron Point Capital Management, we offer a range of investment models to suit diverse financial goals and risk appetites.

Aggressive All-Equity Model

A 100% stock portfolio aimed at capital appreciation, ideal for retail investors seeking aggressive growth against U.S. stock benchmarks.

60/40 Model

Balanced with 60% stocks and 40% bonds, this model is perfect for moderate investors within 5-10 years of their retirement start date.

Capital Preservation Model

Focused on conservative bond holdings, this all-bond portfolio minimizes volatility, aiming for steady returns over the long term.

About Us 
Forging A

Path Together.

At Iron Point Capital Management, our commitment is to alleviate burdens by offering investment strategies that align with both advisor and client expectations.

Our Process 
A Structured Approach

Collaborative Strategy Sessions

Engage with advisors, our investment committee, and quarterly meetings with Invesco's portfolio management division to align on strategic goals and investment opportunities.

Rigorous Screening

Conduct semi-annual screenings of funds and ETFs to ensure alignment with our stringent criteria and performance benchmarks.

Continuous Monitoring and Rebalancing

Regularly monitor portfolios and adjust allocations to maintain optimal performance, ensuring advisors have investments they can confidently support.

Contact Us 
Get In Touch

Connect with us today to discover how Iron Point Capital Management can enhance your advisory practice and client relationships. Reach out for personalized solutions and expert guidance tailored to your unique needs.

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