
We’re passionate about helping you make an impact when it comes to your financial goals.
Iron Bay Research is an independent investment research company that specializes in concentrated portfolio management. We execute a combination of growth and value strategies to gain higher returns with less overall risk. We provide our research in report form, and we strive to make each report simple, understandable, and actionable for the average investor.
Too often financial professionals make investing more complicated than it has to be. This results in many people feeling intimidated and frustrated, leading to them giving their money to someone else to manage.
We are here to cut through the fog and provide superior results for everyone that wants to have better returns while managing their own money.
A Letter from Bryce Wade,
Iron Bay Research Founder:
With nearly 10 years of real estate and stock investing experience and a bachelor’s in accounting, more than 5 years ago I found myself wanting relevant information that wasn’t meant for the beginning or ending of the investing experience spectrum. I was somewhere in the middle. Most of the investment research and guidance that existed when I began was information consisting of just motivational tactics to help you get started with investing. In turn, the more in-depth research was highly technical, intimidating, and meant to be utilized by someone with a short investment timeline, and the pricing for this information made it inaccessible to average investors.
Through my investing education journey, I’ve read every relevant book I could get my hands on. These countless hours of research, education, and experiment have led to my combination approach of value and growth investing. I want to share this experience with you so that you don’t have to exert the same time and effort. My mission with Iron Bay Research is to digest the highly technical, intimidating, and confusing information, then deliver it to you in a way that is understandable, relatable, and actionable.
For nearly 10 years, I’ve owned and operated a successful real estate investing company. I received my Bachelor’s of Accounting from the University of South Florida (USF). I worked in real estate sales in Tampa, Florida, where I was the top agent at my brokerage for 2 years in a row. I also served 4 years in the military with special operations as an Army Ranger. I know what you may be thinking, you don’t see any credentials as a Wall Street analyst or with a Master’s of Finance, and that concerns you. Let me ask you this, if many of the professionals on Wall Street do have those credentials with which they’ve systematically underperformed and not met your expectations, doesn’t it beg the question that having those credentials doesn’t benefit YOU, but benefits THEM? Some of the best investment philosophies - such as patience, risk versus reward, and going against the herd - are learned by having well-rounded experience. I believe that my experience as a business owner is the most relevant because I’m able to remember that in its basic form, a stock is a piece of a business, and the business must succeed for the stock to do well. But don’t take it from me, take it from Warren Buffet (the most successful investor of all time) who says, “I am a better investor because I am a businessman and a better businessman because I am an investor.”
We see it time and time again: someone followed the rules of life, worked their entire life, invested their money as the “professionals” told them to, and they still ended up retiring without enough money. My hope is that these research reports will help break that cycle. I invest my own money into the stocks I recommend to you. My subscribers include my family, my friends, and my associates. Investing and building wealth is a long journey, but you don’t have to do it alone. Iron Bay Research is here to help you do it and we look forward to changing your future.
Kind regards,
Bryce Wade
The Iron Bay Investing Philosophy
1. Balance Return + Risk
We focus on potential returns AND risks to empower your investment strategies with confidence. By recognizing the downside as well as the upside, we help you gain an edge to balance growth and security.
2. Embrace Ownership
We embrace that owning a stock is owning a business. Know that stocks are more than just symbols in your brokerage account; they represent real businesses with distinct potential. We identify companies with unique business strengths and analyze their strategic growth when we do our research.
3. Stay Invested
Discover our long-term focused investment approach which outperforms market timing and macro forecasts. Attempting to guess market trajectory provenly underperforms in comparison to staying fully invested at all times. No one knows what the market will do tomorrow, but we do know that we can always find good companies to invest in now.
4. Implement a Focused Strategy
Unlock superior returns with Iron Bay's focused stock portfolio strategy. Invest in 10-15 handpicked, low-risk investments driven by in-depth research for a sustained, high ROI. By focusing on a smaller amount of investments, we can increase the time, thought and effort that goes into the research analysis. We prefer to specialize in a small number of investments rather then overdiversify.
5. Ingredients to a Great Investment
Understand that to have a successful investment, an investor needs to analyze the following 3 parts: What you buy, when you buy it, and when you sell it. Only by correctly implementing all 3 parts will you have superior results.
6. Apply Bottom-Up Research
Unlock long-term investment success with our bottom-up investment approach. We emphasize singular focus on individual business fundamentals, independent of market trends and macro forecasts. By doing this, we can avoid "Fad investing", and instead have each investment stand on its own merits.
7. Contribute Regularly
Create a habit of regular contributions to your brokerage account, even if it is only a small amount. Over time, this can compound into substantial wealth. It will also let you to add to your existing positions as well as invest in new ones without having to sell out of your existing investments. Keep it up and watch your portfolio thrive!
8. Have Patience
Rome wasn't built in a day and neither will your fortune. Remember to be patient and look forward to the long-term overall returns. We have to give our investments time to compound and grow.

Become a member and start growing your stock portfolio today!
Gain exclusive access to current portfolio progress and past alerts immediately after signing up.