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Institutional and Corporate Services

We’re pleased to announce the formation of Ironwood Advisors, our premier resource for corporate and not-for-profit clients. Your organization should rely on accountable, experienced professionals to help serve your staff, your board of directors and your mission. We understand that no two organizations are the same, so we deliver cost-effective, innovative solutions specific to your needs.

We consult with for-profit and not-for-profit entities in the areas of:

  • Qualified retirement plans, including 401(K)s, 403(b)s, profit sharing plans and defined benefit plans
  • Non-qualified plans such as deferred compensation, supplemental executive retirement plans, corporate owned life insurance, and more.
  • Foundation and endowment investment management, incorporating values-based Socially Responsible Investing where desired for improved mission consistency
  • Group health insurance plans, whether you have a few employees or several hundred
  • Group disability, vision, long-term-care, and other employee benefits

For an example of how we help improve outcomes for our organizational (wc) clients, please click on the links below:

Case Study: Improving a Benefits Package (working title)

Case Study: Investment Management for a Family Foundation

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