Iron Forge Financial

Iron Forge Financial provides discretionary portfolio management and financial planning services to individual and high‑net‑worth clients. The firm advises across a broad set of instruments — including mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds, annuities, commodities, and cryptocurrencies — and documents client objectives in an Investment Policy Statement.

The firm employs a mix of cyclical, fundamental, technical analysis and modern portfolio theory and generally pursues a long‑term trading approach, seeking discretionary authority to implement client strategies and delivering quarterly account reporting. It uses an asset‑based (percentage‑of‑AUM) fee model taken in arrears and requires clients to custody assets at Schwab Institutional for execution and custody.

Notable distinctions include that the firm’s principal is a licensed insurance agent who may receive compensation for insurance sales, a conflict the brochure discloses and documents how it will be managed. The principal also operates multiple unrelated small businesses (including farm produce and livestock sales, a rental property, pet‑waste removal, pool service, oil/gas consulting, and hunting services), with the filing noting roughly eight hours per week and additional monthly time devoted to these activities, and the firm reported no assets under management or client accounts as of its ADV filing, suggesting an early‑stage operation.