Ironwood Investment Management, LLC

Ironwood provides discretionary portfolio management to a mix of individual and institutional clients, including high net worth individuals, corporate pension and profit‑sharing plans, Taft‑Hartley plans, charitable institutions, foundations and endowments. The firm manages approximately $278 million across a suite of targeted domestic equity strategies and also serves as portfolio manager for wrap fee programs.

Ironwood follows a fundamental, bottom‑up value process, building detailed financial models and using company meetings and third‑party research to identify stocks trading at a discount to intrinsic value. The firm emphasizes small‑ and micro‑cap and concentrated special‑situation strategies while also offering all‑cap and multi‑asset products; portfolios typically have low turnover and multi‑year holding periods.

Distinctive operational features include acting as adviser to a private pooled vehicle (the Ironwood Concentrated LP) that is subject to a performance fee, and managing pooled vehicles while sponsoring wrap fee programs—arrangements that are less common among peers. The brochure also discloses the firm’s use of broker‑provided research (soft‑dollar benefits), routine performance reporting to clients, and that an investment professional maintains an academic appointment and receives university compensation.