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| IRON Financial : Help you win and retain retirement plan business |
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
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| Hollis Lamon Lamon & Stern Atlanta, Georgia |
Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411
