MULTI-ASSET CLASS PORTFOLIOS

IRON Select Portfolios

IRON’s Select Portfolios are designed to fit the needs of individual investors across a spectrum of circumstances and investment profiles. Ranging from conservative to aggressive, each portfolio is structured to meet both the selection criteria of IRON’s investment team and the unique objectives of individual investors, in order to create an investment vehicle that is suitable for you.

Investment Objective

IRON’s Select Portfolios are designed to fit the needs of individual investors across a spectrum of circumstances and investment profiles.

Investment Philosophy

Ranging from conservative to aggressive, each portfolio is structured to meet both the selection criteria of IRON’s investment team and the unique objectives of individual investors, in order to create an investment vehicle that is suitable for you.

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.

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There are three main themes for our current portfolios:

ASSET CLASS EXPOSURE

Selected Portfolio Allocation | Asset Class Exposure
Schematic Representation of the Risk Profile and Asset Mix

The allocations and other information shown above are as of 9/30/2017 and may change at any time. Further, all data shown above was obtained from sources deemed to be reliable, but no guarantee is made as to the accuracy of any such information.

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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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