MULTI-ASSET CLASS PORTFOLIOS

IRON Managed Portfolios

IRON’s Target Risk Portfolios are designed to strive to fit the needs of either individual retirement plan participants or high net worth individuals with taxable assets across a spectrum of risk tolerances and investment objectives. Ranging from conservative to aggressive, each portfolio is structured to meet both the selection criteria of IRON’s Fiduciary and the unique objectives of an investor.

Investment Objective

The IRON Managed Portfolios are diversified portfolios focused on growth and income, covering a range of objectives and time horizons.

Investment Philosophy

IRON’s Managed Portfolios are helping investors build dynamic, diverse portfolios that today’s challenging financial times require. You can help your clients pursue their investment goals, while managing risk.

Investment Methodology

Within an array of investment styles and investor profiles, IRON selects the investments and allocations that align with a range of circumstances and risk tolerances, and you select the portfolio that best suits your needs and preferences.

INVESTMENT PROCESS

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LITERATURE

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MANAGEMENT TEAM

 - AARON IZENSTARK

AARON IZENSTARK

CO-FOUNDER, CIO
MANAGING DIRECTOR

 - JOE FANARO

JOE FANARO

PORTFOLIO MANAGEMENT AND TRADING

 - DR. RAMESH POOLA, PH.D., CFA

DR. RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR OF INVESTMENT AND QUANTITATIVE RESEARCH

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Learn more about our Investment Strategies and Retirement Solutions

Download our IRON at-a-glance brochure

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