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News Release –August 13, 2010. Iron Point featured on Morningstar — Read about the current thoughts and opinions on the markets and economy from Iron Point Capital Management in their new “To The Point” article on Morningstar.com. This commentary will review the most current equity, fixed income, and alternative investment markets to provide some insights on where some potential investment opportunities may exist in today’s volatile investment landscape. Read the article News Release –June 22, 2010. What Have We Learned? — Iron Point Capital Management and Securities America recently announced the results of a survey on advisor sentiment during the 2008 and 2009 market downturn. The survey addressed a number of topics on what successful advisors learned about themselves, their clients and the business during the economic turmoil. The purpose of the survey and corresponding white paper, What Have We Learned from ’08 and ’09, is to help advisors better prepare their practices for similar situations in the future. Click here for the full press release. Click here for a podcast interview with Chris Ranney, president and CEO of Iron Point, discussing the survey and its results. Intro to podcast. News Release –May 4, 2010. Iron Point Capital Management Hires Erick Lindewall to Lead Sales Efforts – Sales Director to Focus on Relationship Management and Business Development – Folsom, CA – Chris Ranney, president and CEO of Iron Point Capital Management (IPCM), a third party asset manager, announced that Erick C. Lindewall has joined the firm as Director of Advisory Sales. He will be responsible for leading the business development and relationship management initiatives for Iron Point. Read news release. News Release –April 15, 2010 – Iron Point Capital Management to Offer All Star Fund Portfolio on ASPire Retirement Plan Platform – Iron Point Capital Management announced that the firm has signed an agreement to become a premier turnkey asset manager on ASPire Financial Services’ retirement platform. ASPire is an interactive web Application Service Provider (ASP) agency for the retirement plan industry and currently has $2.4 billion retirement assets on their 403(b), 457 and 401(k) platform. IPCM will be available to all broker/dealers and registered investment advisory firms that have signed selling agreements with ASPire. Read news release. Seeking AlphaApril 9, 2010 - High Conviction: This Hard Drive Maker Will Outshine the Competition - In a Q&A article, Jeffrey Spitzmiller and James Worden discuss the pros and cons of Western Digital (WDC), an equity that is currently scoring high on Iron Point’s proprietary quantitative equity scoring model. Read more. News Release –April 7, 2010 – Iron Point Capital Management Increases Advisor Support - Iron Point Capital Management, announced that Shannon Beahan has joined the firm as an Advisory Services Representative (ASR). Beahan will assist advisors with all of their account needs, answer questions about how to do business with Iron Point and will serve as the firm’s main trader. Beahan will also provide internal service to promote and enhance sales opportunities for the firm. Read news release. News Release –March 2, 2010 – Iron Point Capital Management Hires Impact Communications - While Iron Point’s assets under management have grown steadily through word-of-mouth and internal promotions, the executive planning team has a new opportunity: gain market share through industry visibility and PR. Going forward, Impact Communications will assist Iron Point in expanding media coverage and gaining visibility as they continue to be included on more platforms. Read news release. Markets Media OnlineFebruary 2010 – ETFs As Hedge Fund Proxy - Iron Point’s Chief Investment Officer Jeff Spitzmiller, CFA, was interviewed by Markets Media Online for their article ETFs As Hedge Fund Proxy. “We utilize open-ended products like ETFs and mutual funds to eliminate the leverage associated with nontraded products and at the same time get liquidity,” Spitzmiller said. “We want to have low correlations but without the drawbacks of closed investments like hedge funds.” Iron Point’s investment philosophy combines strategic asset allocations with a tactical overlay. Strategic allocations have a long time horizon that's tailored to fit the investor's goals; tactical overlay is used on a short-term basis to over- or underweight asset classes but still keep them within the range set for long-term allocations. Research, July 2009Jeff Spitzmiller was quoted in Marie Swift’s article, Inflation Proofing: How To Guard Against the Return of Rising Prices. Swift looks at a break from business as usual, with some professionals reevaluating their buy-and-hold philosophy, or at least rebalancing more often. Read Jeff's perspective on stocks and bonds. CFA Magazine, July-August, 2009In her article Serenity Now, journalist Nancy Opiela looks at how the ability to handle stress can affect the quality of decisions. Iron Point’s Jeff Spitzmiller is quoted in the article, talking about how Iron Point is providing additional communications to clients, reinforcing the message to remain invested in the markets for the long-term. Read the article.
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