IRON Financial - Investment Selection Monitoring

IRON Financial : Investment Selection Monitoring

CLASSES 
Broad spectrum of different asset classes including fixed income and foreign and domestic equity funds, recognizing ranges of market capitalization and industry sectors. 

SCREEN 
Investments within each asset class that meet initial screening criteria are identified and reviewed for viability. 

EVALUATE 
Each portfolio and fund manager is evaluated against qualitative and quantitative methodologies. 

SELECT 
Investments that have demonstrated a discipline of performance history, style consistency, preservation and stewardship are selected. 

MONITOR/REPLACE 
Each is monitored and reviewed regularly, then replaced if their risk adjusted return falls out of the metrics that are detailed in the Investment Policy Statement.

Hollis Lamon
Lamon & Stern
Atlanta, Georgia

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

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

IRON Financial : Co-Fiduciary Services

An Independent Fiduciary

IRON is a truly and completely independent fiduciary.  We receive no compensation from the mutual funds we select, and accordingly we have no hidden agenda and do not "push" particular investments.  This is in sharp contrast to many other providers, who are compensated by the mutual funds they select for your plan.  IRON has, and always will, consider this conflict of interest that does not allow for truly unbiased advice.  IRON is recognized by Barron's magazine as a "Top 100 Independent Financial Advisor".  (2007 – 2010)

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.

IRON Added Value

• Independent investment selection, monitoring and replacement in accordance with the plan Investment Policy Statement
• Communication with the broker of record and plan sponsor from the point of sale forward
• Quarterly newsletter with educational materials and plan investment performance, if requested

Custodial Platform Value

• Index based Target Date and "Risk" based investments
• Fund window that allows participants to access all available mutual funds
• Self directed brokerage – employees can direct their own accounts as they see fit
• Web-based educational and fiduciary tools
• Quarterly and annual plan fiduciary reviews
• Complete transparency with fee disclosure

Hollis Lamon
Lamon & Stern
Atlanta, Georgia

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

Michael Stern is on LinkedIn

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Michael Stern
Vice President at Lamon & Stern, Inc.
Atlanta, Georgia (Greater Atlanta Area) | Investment Management

As the Vice President of Strategic Advisors, and an affiliate registered investment advisor within Lamon and Stern. For years Stern has assisted clients in corporate retirement investments and 401 k planning among many other financial and brokerage services the firm offers.

After graduating with honors from the Tulane University in 1974 Stern took his well earned BA and soon after obtained his series 7, series 24 and 63 securities licenses.  In 1991, Michael J. Stern joined Hollis M. Lamon in establishing Lamon and Stern.

Visit Michael Stern at LinkedIn

Read more about the Lamon & Stern, Inc. Team

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