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Michael Lossing

Michael Lossing

Portfolio Manager at Ironwood Investment Counsel, LLC

Scottsdale, AZ , United States

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

OrganizationRoleDate RangeDetails
Ironwood Investment CounselPortfolio ManagerSep 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 EstateReal Estate AgentSep 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 AdvisorsPortfolio ManagerMay 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 ManagementInvestment AnalystJun 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 AndersenAnalystJun 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

Strategic Financial Planning
Investments
Asset Allocation
Alternative Investments
Portfolio Management
Investment Management
Equities
Retirement Planning
Investment Advisory
Mutual Funds
Estate Planning
Strategic Financial
Wealth Management

Others at Ironwood Investment Counsel, LLC (8)

NameRoleLocation
Barrett Geist
Barrett Geist
Portfolio ManagerScottsdale, AZ , United States
B
Bruce Williams
PartnerScottsdale, AZ , United States
John Ellison
John Ellison
Senior AssociateScottsdale, AZ , United States
Matthew Carter
Matthew Carter
Managing PartnerScottsdale, AZ , United States
Spencer Heath
Spencer Heath
AssociatePhoenix, AZ , United States
Alek Sokoloski
Alek Sokoloski
AssociateScottsdale, AZ , United States
Greg Stott
Greg Stott
Portfolio ManagerPhoenix, AZ , United States
Kami Whisler
Kami Whisler
AssociateScottsdale, AZ , United States

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