Because we are a private, independent financial firm we are not beholden to any outside company or product. Our values and ethics are developed to keep the best interest of our clients at the forefront of what we do. This means we focus our time and resources on you, our client, and meeting your needs and goals rather than trying to sell you any investment products or outside services.
As a client of IOCM, we value your time and strive to build quality, long-lasting client relationships. We put you first and are always available for you. This means answering emails, text messages, and phone calls whenever an issue may arise. We are dedicated to providing you with exceptional service and communication, 24/7, every day of the the year.
At IOCM we value you as an person, a client, and as the most integral part of our business. We don't believe in a one-size-fits-all approach to any financial services. You are unique and so are your goals, dreams, and finances. We develop individualized and unique strategies that help you create the life that makes you happy.
Our highly-credentialed Portfolio Manager has over 13 years of experience in the Finance industry and has spent more than 10 years creating investment strategies and actively managing assets for individuals and small businesses. This experience, combined with expert knowledge and skills, means you can rely on and trust IOCM for financial guidance, and to protect and grow your assets.
We are a fee-only advisory. Our fees are highly competitive and transparent. Management fees are fixed and collected on a quarterly basis. Fees for other services are based on an hourly or flat-rate price. We always discuss any and all fees with you at the time of signing and provide clear documentation. We believe in transparency and fairness in every area of our operation.
Once we understand your goals and needs, while considering your time horizon and risk tolerance, we create an investment strategy that is tailored to you. Your portfolio is constantly analyzed and monitored to assure your goals are being met. Using market research, financial modeling software, and our own proprietary algorithms, we actively manage your assets and make your money work for you so you can focus on what matters most to you.
Financial concerns or questions can arise for anyone at any life stage. We have extensive experience with many financial situations and topics. We offer basic and in-depth financial reviews, portfolio reviews, and can create a financial plan with you that gives you a big-picture view of your finances. Our goal is to empower you with financial knowledge and awareness to help make the financial aspect of any transition less stressful.
Retirement is a milestone that is both exciting and filled with change. Our goal is to make this transition as simple and stress-free as possible for you. We offer financial guidance, help you set up your accounts, and develop a plan and strategy designed to give you peace of mind and confidence so you can focus on enjoying this new adventure.
Sonny Gokhale, CFA is the founder and Portfolio Manager at Iron Oak Capital Management, established in 2013. Sonny is a CFA (Chartered Financial Analyst) charter holder as well as a Series 65 licensee. He currently serves as Vice President of CFA New Mexico board and is a lecturer at the University of New Mexico.
After working in the finance industry for over 12 years, he decided to open his own fiduciary advisory firm to fill the need for clients who wanted a more individualized approach to asset management and financial planning. Sonny's goal is to provide every client with an empowered, individualized approach to growing their wealth, planning for their future, and living their most abundant life.
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It is never too early or too late to begin saving for the future. Tell us more about your financial goals and we will get you started on a plan to making them a reality.
Texas, United States
Monday - Friday: 8am - 5pm
Saturday - Sunday: By appointment