Investment Philosophy & Process
IRON’s fixed income investment strategies are designed for strategic allocation to the fixed income asset class on a long-term basis. Our portfolio managers use their experience and expertise in the fixed income capital markets to create strategies and build and manage diversified portfolios that match our clients’ goals and objectives, guided by these principles:
- Eliminate conflicts of interest and provide complete transparency via a fee-only pricing model
- Identify the soundest long-term investment opportunities in the marketplace, then construct a portfolio that enables the discerning Advisor and long-term investor to capitalize on these opportunities
- Focus on principal preservation; and avoid adding incremental risk by “chasing” return
The portfolio is actively monitored using IRON’s proprietary risk management practices. Credit quality, duration, and sector diversification are closely monitored and adjusted as needed on an ongoing basis.
In addition, our disciplined investment approach incorporates a set of specific criteria for exiting securities that no longer fit the risk/reward profile that we seek.