Iron Horse Management, Llc

Description

• Customized training and program development designed to allow financial advisors to assist their HNW clientele with the ability to hold alternative assets within their retirement account. There is over $18.5 Trillion in the retirement industry and in excess of 10,000 individuals retiring each day. Most are rolling out of their company sponsored retirement programs. Financial advisors who are able to provide the much needed guidance for client's who wish to invest their retirement funds in IRS permitted alternative assets will stand out in the marketplace. Iron Horse Management will provide the training needed to work in this highly specialized area of retirement law and assist the advisors to develop a strategy to attract new clientele to your practice. Bear in mind that it is appropriate for only a small portion of the client's retirement account to be invested in one asset class, as a result the client will need assistance in proper dyversification and wealth management for the remaining 80%+ of their retirement account. Once the relationship is built with a new client there is the matter of wealth management for the client's discretionary funds as well. Iron Horse Managementy is not only assisting financial advisors with alternative assets but in reality the concept can be a marketing tool to attract new clientele to your firm.
• 

  Headquarters:293 Dennett Street , Portsmouth, New Hampshire, United States

  More
• 

  Phone Number: +1 603-436-0355

• 

  Website: https://www.iron-horse-mgmt.com

• 

  Employees:4

• 

  Revenue:$0 - 1M

• 

  Legal Name:Iron Horse Management, Llc

• Iron Horse Management, Llc's Social Media

  
• Is this data correct?

• |  NAICS Code: 541320  |

  Show More