Offering financial solutions and retirement planning services to: Florida, Georgia, Arkansas, North Carolina, Alabama, Louisiana, Mississippi, Virginia, Tennessee, Kentucky, South Carolina, and West Virginia. Call us today! 770.951.8411, Lamon & Stern, Inc., Please Visit Our Website at


IRON Financial - Why IRON Financial for Co-Fiduciary Services?

IRON Financial : Help you win
and retain retirement plan business
Why IRON Financial for Co-Fiduciary Services?

IRON Financial's Co-Fiduciary Services Best Fits Both the Company and the Advisor's Needs

With IRON, retirement plans can have a platform that meets the demands of the company and the employees.

  • ERISA Section 3(38) Fiduciary retirement plan advisor
  • Professional investment management expertise, experience and track record
  • Investment philosophy and processes that serve the Fiduciary interests of qualified retirement Plan Sponsors
  • Investment Policy Statement that reflects Plan Sponsor objectives and the interests of Participants
  • Detailed quarterly fiduciary reporting at a plan level
  • Independence; no conflicts of interest
  • No usage of investment products that are proprietary or in which the Advisor has an interest
  • Transparency of services, fees and value of client services
  • Quantitative Research that supports investment philosophy, methodologies and processes
  • Experienced and recognized Corporate Retirement Services and staff
  • $1.4bn Assets Under Management
  • Provides Investment Advisory Services to over 300 Retirement Plans

Hollis Lamon
Lamon & Stern
Atlanta, Georgia

Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411