IRON-TTAM Moderate Risk Portfolio

The Portfolio focuses on income and growth and seeks a balance between generating current income from a diversified portfolio of investment grade bonds and capital growth from a diversified selection of all-cap stocks.

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IRON-TTAM All-Cap Alpha Equity Strategy

The Strategy, comprised of all-cap, actively managed equities, seeks to generate higher excess returns and superior risk-adjusted returns over its benchmark, the Russell 3000 Index. The Strategy strives to maintain broad diversified exposure to various segments of the equity market (by size and style) and capital growth, by identifying quality firms with improving free cash flows and financial strength.

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IRON S&P 500 Equity Plus Strategy

The Strategy seeks to provide superior risk-adjusted total returns relative to the CBOE S&P 500® BuyWriteIndex (BXMSM) by utilizing an actively managed options overlay strategy on the underlying exchange traded index fund.

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IRON REIT Strategy

The Strategy aims to generate superior risk-adjusted returns relative to the Equity REIT Index by creating and managing a portfolio of publicly traded equity REITs. Portfolios are constructed in three steps. First, IRON applies a set of “quality factors” to the equity REIT universe. Second, REITs are ranked based on each factor. Finally, the top-ranked REITs are selected by sector to structure a portfolio. Positions are continuously monitored and adjusted as required based on the top-ranked REITs.

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