Professional with over 17 years experience in the alternative asset space in the retirement industry. Extensive background in the development of programs for RIAs and fee only advisors to assist existing client’s and attracting new prospective clients who wish to add true non-traditional assets to their retirement portfolio. Principal of Iron Horse Management, LLC a consulting firm specializing in assisting financial services firms, advisors, and investment sponsors tap into the $19.5 trillion in retirement funds. We have the resources to provide all logistics needed for members of the financial services industry to add a new layer of client services without having to do the heavy lifting. Outsource all your alternative investment needs to Iron Horse Management, LLC and we will work with you to provide a customized approach to match your own marketing initiatives. RIA and Fee only advisors: Iron Horse Management will provide an outsourced client servicing program for alternative assets held in a clients retirement account (qualified accounts, individual 401(k), and IRAs, handling all logistics, client interaction, and interface with the special asset custodian) – with no direct cost to the RIA or advisor firm. Investment sponsors: Iron Horse Management assists in setting up programs for investment issuers to be accepted on the platform of special asset custodians. This allows investors to make their investment from within a retirement account with no penalty or negative tax consequences. We also assist investment sponsors with their capital raise campaigns. Everything from Regulation D filings to product distribution programs.Special Asset Custodians:
Listed skills include Investments, Alternative Investments, Portfolio Management, Asset Management, and 17 others.