We are a private investment firm, managing long-term capital dedicated to supporting the world’s most consequential technology companies. Our funds are structured to provide patient, founder-aligned capital to companies building the infrastructure of the future – across AI, aerospace, defense, energy, fintech, crypto, data & analytics, infrastructure, and other frontier technologies.
Iron Capital Advisors is part of AssuredPartners Investment Advisors, LLC (APIA). Iron Capital provides customized investment counsel to institutional, corporate and individual clients nationwide. We are a fee-only firm focused exclusively on providing objective, exceptional advice and service to our clients. Learn more at ironcapitaladvisors.com.
Many of David's clients own a business and are trying to establish a succession plan, or they're retiring from a company after working and saving diligently throughout their career. It's a stressful stage of life, but it's one that provides an opportunity to review long-term plans and ensure decisions are being made wisely. In this process, David takes into account retirement income, expenses and estate planning for a lasting legacy.