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About
Michael Lossing, CFP®, is a Portfolio Manager and Wealth Advisor at Ironwood Investment Counsel, LLC, based in Scottsdale, Arizona. He is responsible for comprehensive portfolio management and customized wealth planning for high-net-worth individuals, families, and institutional clients, integrating investment management with advanced financial planning strategies. At Ironwood, he works within a multidisciplinary team to deliver client-centric solutions tailored to meet specific objectives across asset allocation, tax efficiency, estate planning, and charitable giving.
Michael specializes in managing diversified portfolios, covering public equities, fixed income, and alternative investments, with an emphasis on disciplined asset allocation and risk management for affluent clientele. His sector expertise broadly spans both traditional and alternative asset classes, serving clients that include individuals, families, foundations, trusts, and retirement plans.
His professional experience includes prior roles as Portfolio Manager at Stoker Ostler Wealth Advisors and as a real estate agent at Solutions Real Estate. Michael began his career as an analyst at Arthur Andersen LLP and Inlign Wealth Management, equipping him with a solid background in wealth management and financial analysis. He holds a Bachelor of Arts in Financial Administration from Michigan State University and earned his CERTIFIED FINANCIAL PLANNER® designation in 2014.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ironwood Investment Counsel | Portfolio Manager | Sep 2013 to Present | I am an investment professional and Certified Financial Planner™ serving high net-worth clients through a comprehensive wealth management approach involving investment management, financial planning, ... |
| Solutions Real Estate | Real Estate Agent | Sep 2012 to Sep 2013 | I employed 15+ years of experience helping clients invest their capital by guiding them through their largest and most emotional purchases. I counseled individuals and investors to find them new homes... |
| Stoker Ostler Wealth Advisors | Portfolio Manager | May 2005 to Apr 2011 | •Successfully built relationships with 90+ high net worth clients totaling $40+ million AUM using a holistic approach that integrated financial planning with investment management. •Guided clients thr... |
| Inlign Wealth Management | Investment Analyst | Jun 2002 to Mar 2005 | •Performed quantitative analysis on investment managers, mutual funds, and alternative investments using industry databases. Evaluated risk, return, consistency, and overall appropriateness for inclus... |
| Arthur Andersen | Analyst | Jun 1999 to Jun 2002 | •Conducted research and due-diligence on investment managers/products in support of over 100 investment advisory consultants nationwide. •Created advanced Excel models for calculating and analyzing pe... |
Education
Michigan State University
BS, Financial Administration
1986 — 1990
Skills & Expertise
Others at Ironwood Investment Counsel, LLC (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Scottsdale, AZ , United States | |
B Bruce Williams | Partner | Scottsdale, AZ , United States |
| Senior Associate | Scottsdale, AZ , United States | |
| Managing Partner | Scottsdale, AZ , United States | |
| Associate | Phoenix, AZ , United States | |
| Associate | Scottsdale, AZ , United States | |
| Portfolio Manager | Phoenix, AZ , United States | |
| Associate | Scottsdale, AZ , United States |
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| Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States | |
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D David Busch | Co-Chief Investment Officer | Trajan Wealth LLC | Scottsdale, AZ , United States |