PORTFOLIO MANAGEMENT
Building, Preserving, and Growing Your Wealth.
We have been building, preserving, and creating wealth for our clients since 1999. Our process for managing money is based on three things that make us exceptional among advisors.
An Understanding of what risk really is
Risk is the permanent loss of capital, any other definition does not do it justice. We take risk very seriously in the way we approach money management. Having an understanding of what we’re really buying is so important. We hate risk.
Our 4 Step Investment Approach
Our 4 Step Investment Approach for Buying Stock 1. We must understand the business and the industry 2. Offer a long-term competitive advantage 3. Have excellent management in place 4. Be available at a good price below what the company is worth
Options as an Income Strategy
Options can be one of our most effective secret weapons. Options can potentially increase your returns and/or reduce portfolio volatility. They are a tactic that can help create robust and resilient portfolios.
Learn About Us
FREE PORTFOLIO REVIEW
Review your current portfolio and discuss:
- Your current portfolio’s risk;
- What you pay to own the portfolio;
- What would happen to your portfolio in bear and bull markets (stress test).
Create a proposed portfolio that:
- Implements our key priorities of risk tolerance, value investing, and options;
- Outlines what you would pay to own the portfolio;
- Stress tests the portfolio to show you what would happen in a bear or bull market.
The Iron Gate Global Portfolio Assessment
Contact us for a free portfolio review. We will discuss and answer the following questions:
- Are you maximizing your returns?
- Are there any risks that you are unaware of?
- How would an Iron Gate portfolio differ and why?
