INDIVIDUAL BOND INVESTING FOR 25 YEARS
CEFEX CERTIFIED
FIDUCIARY BASED SELECTION PROCESS
FIDUCIARY BASED PORTFOLIOS SINCE 2004

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. We believe this helps our investors make long-term decisions to better secure their financial future.

IRON’S SOLUTIONS PLATFORM

A platform of solutions powered by IRON’s Investment Engine. Serving Institutions, Advisors, Plan Sponsors, and Individuals.

Fiduciary Solutions

IRON partners with broker dealers and advisory groups to provide fiduciary and retirement solutions to a broad array of defined contribution plans and investment intermediaries.

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IRA Rollover Solutions

Straightforward solutions allow IRA balances to be seamlessly transferred. Our advisor-guided options offer active, passive, or custom investment lineups.

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Target Risk Portfolios

IRON’s Portfolios provide solutions across a spectrum of circumstances and investment profiles. The Portfolios range from conservative to aggressive, and each is structured to meet the selection criteria of IRON’s Portfolio Management Team and the unique objectives of individual investors.

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Fixed Income Solutions

IRON combines decades of experience and expertise in fixed income markets. As a fiduciary, IRON provides fixed income solutions that seek to deliver high-quality exposure without excessive costs, across the spectrum of the public securities marketplace.

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Equity Solutions

Built upon quantitative research, extensive experience in the equities and options markets, and extensive portfolio management capabilities, IRON’s solutions seek capital growth and strive to maintain a broad diversified exposure to various segments of the equity market.

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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