Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Iron Capital Advisors, Inc. Founded in 2003, Iron Capital is based in Atlanta and serves individuals and large qualified plans across the country, managing over $1.2 billion in client assets. Charles E. Osborne, CFA, and Michael D. Smith bring more than 50 years of combined investment industry experience to APIA.
Chuck and Michael and their team will continue providing independent, customized investment counsel to their clients, while also working with APIA offices across the country to deliver innovative and wholistic solutions to APIA’s clients.
“Assured Partners has vast resources and operational capabilities that will enhance many aspects of our business and, in turn, enable us to spend more time serving our clients with excellence in this increasingly complex financial world.” stated Osborne. “We are excited about the possibilities for what we can accomplish together.”
Justin Callaham, AssuredPartners Investment Advisors President, stated, “We are immensely grateful for the trust and confidence Iron Capital is placing in APIA. The Iron Capital team expands our ability to service large, qualified plans across the country, and Chuck’s client-centric approach aligns with APIA’s model. I am excited about our partnership and ability to fuel each other’s continued growth and success.”
ABOUT APIA
Based in Tampa, Florida, APIA, an S.E.C. registered investment advisor, is the investment advisory affiliate of AssuredPartners, the 11th largest broker in the United States. Our goal is to bring national resources to local relationships. We are enthusiastic about helping clients to avoid the hype, high fees, and hidden agendas that can undermine investors' results over time. Our national team of dedicated, experienced investment professionals support your local advisor and are passionate about helping advisors achieve their goals. Through listening, problem solving and collaboration, together we find solutions to fulfill your specific needs – now and for the future. It’s what we call Power through Partnership. For questions or more information, email PressRelease@apadvisors.com.
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