4425 South Mopac Building II, Ste 300C
Key market segments are under served and in need of trusted purpose-driven financial planning and institutional focused investment management programs.
The financial services industry is going through a secular evolution that may see greater commodification of products, raid accessibility of information, and potential fee compression on traditional financial advisor business models.
The opportunity will be magnified going forward by the growing gap between demographic trends/needs of owners of wealth (Generation X & Y, women investors, etc.) and the skills of the current providers of financial services.
Innovate advice based on time-tested techniques and academically grounded research, in combination with cost-effective implementation, provides an opportunity for value innovation.
Finally, the financial services industry remains relatively fragmented, lacking quality comparisons and often driven by a salesman, or transaction, mentality.
IronBridge is focused on connecting with the changing owners of wealth, and delivering comprehensive financial solutions in a technologically evolved fashion.