WE ARE IRON FINANCIAL

At IRON, we believe every investor should have access to the highest quality investments at the lowest cost, conflict free.

IRON INVESTMENT PHILOSOPHY

Whether investing in a fiduciary based portfolio, or adding one of our alternative or fixed income strategies to a client’s asset allocation, we believe when making investment decisions with client money, those decisions should be grounded in rigorous research that show repeatable, consistent results. This in turn helps our clients make long-term decisions to better secure their financial future.

ASSET MANAGEMENT SOLUTIONS

CORPORATE RETIREMENT SOLUTIONS

  • IRON Financial is a CEFEX certified ERISA 3(38) Investment Fiduciary that provides comprehensive solutions to the qualified retirement plan marketplace.
  • As a 3(38) Fiduciary, IRON is responsible for the selection, monitoring and replacement of investment alternatives for retirement plans.

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  • Full scope ERISA Advisory Services
  • Retirement Plan design and consulting
  • Fully dedicated client services team (bi-lingual in Spanish)
  • Open Architecture

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IRON’S COMPETITIVE EDGE

Proprietary Investment Capabilities

Highly differentiated, advanced, proprietary investment process focused on effective risk management and primary research. Our overall investment approach was developed during our Chief Investment Officer’s years as a market maker and proprietary trader at the Chicago Board of Trade and Chicago Mercantile Exchange.

Intellectual Capital

Highly skilled quantitative and investment research team

Client Focused

Innovative strategies developed to achieve:

  • Risk-adjusted returns
  • Reduced downside volatility
  • Diversified return streams
  • Relatively lower levels of correlation

Operational Strength

Heavy integration of leading technologies throughout the firm

Delivery

Highly liquid
Transparent
Fee competitive