About Us

IronOak, located in Richmond, Virginia manages approximately $864.9 million* in assets for endowments and foundations, not-for-profit organizations, Taft-Hartley Plans, Pension Plans and sub-advised mutual funds.

Like the core holdings in a well constructed portfolio, iron is an essential material known for its strength and longevity. Oak is regarded for its resilience and unrelenting growth. Together, iron and oak symbolize strength and integrity and possess the resilience to withstand varying conditions over time.

IronOak seeks to provide clients with alpha-generating portfolios constructed by developing and rigorously testing an investment thesis for each stock we consider. We use a proprietary model to evaluate company fundamentals, uncover catalysts for growth and identify stocks that we feel have the best opportunity for return potential within each industry. We believe our culture of consistency and successful track record attract new clients and our team continuity and high-touch service help us keep them.

The firm is an independently managed subsidiary of RidgeWorth Capital Management, Inc. Prior to 2008, IronOak Advisors was known as the Core Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008."

* Approximate as of June 30, 2010