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About

About Us 
A Partner On Your
Life Journey.

Iron Point Capital Management was founded with a singular mission: to empower financial advisors by providing them with investment solutions that they can confidently stand behind. Created by financial advisors for financial advisors, we understand the unique challenges faced in managing client portfolios and communicating investment performance. Our commitment is to alleviate these burdens by offering investment strategies that align with both advisor and client expectations.

About Us 
Our Philosophy

At the heart of Iron Point Capital Management is a rigorous investment process that prioritizes integrity, transparency, and accountability. We put ourselves in the advisor's shoes, considering the nuances of their day-to-day experiences—whether it's managing money or engaging in meaningful conversations with clients. We strive to provide investment performance that requires no apologies, ensuring that advisors can focus on fostering strong, trust-based relationships with their clients.

Our Approach

Rigorous Investment Process

Our approach is built on a foundation of thorough analysis and stringent criteria. We employ a 10-point screening methodology that selects only those investments that have consistently demonstrated superior performance over 3-year, 5-year, and 10-year periods. By prioritizing risk-adjusted returns and leveraging our expertise, we ensure that our investment recommendations meet the high standards that advisors expect.

Advisor-Centric Solutions

We recognize the vital role that advisors play in guiding their clients through complex financial landscapes. Our solutions are designed to make their job easier, providing them with the tools and strategies needed to deliver exceptional value. By crafting portfolios that reflect major market indexes and offer diverse opportunities, we ensure that advisors have the resources to address client needs effectively.

Our Commitment

Our commitment extends beyond investment performance. We are dedicated to building lasting relationships with our advisors, offering support and resources that enable them to thrive. Our focus is on creating a seamless experience where advisors can confidently manage their clients' wealth, backed by the assurance of a partner who truly understands their world.

Meet The Team 
Who You'll Be Working With

Nick Weber

Nick A Weber, CFP®, CPWA®, AIF®, CRPS®, CEPA® 

Chief Investment Officer

While managing money for my clients, I like many other advisors started offloading the responsibility of managing my client's money to third-party money managers because I thought the "experts could do a better job than me"... However...
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Rob Santoriello

Rob Santoriello

CEO & President

I am proud to serve as a Registered Principal, OSJ Branch Manager, and financial advisor. With over 35 years of experience in the financial services industry, I've had the privilege of collaborating with a diverse array of clients and...
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Lea Callison

Lea Callison

Assistant & Client Services Associate

With over 20 years of experience in the financial services industry, I have had the privilege of working in various capacities that have refined my skills and deepened my passion for client service. My journey began after earning a...
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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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