Ironshore Financial provides investment and fiduciary governance consulting services to qualified retirement plans and their sponsors. These services include evaluating the plan's investment options, recommending investment managers, and providing quarterly documentation. Ironshore may also provide discretionary investment management services, including selecting investment options and constructing model portfolios.
Assets Under Management$1.4B
Clients24
Advisors1
Avg. per Client$60M
Avg. per Advisor$1.4B
Fee Structure
Investment management only (planning not offered)
Ironshore Financial may provide discretionary investment management services to certain clients. Each model portfolio’s annual management fee is either 0.20% or 0.25% of qualified plan assets invested in the unitized models.
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