IRON Treasury Portfolio

Duration: 1 year or less

This is a portfolio for investors who are looking for cash management or simply securities that do not have credit risk. Carries the Full Faith and Credit Guarantee of the U.S. government.

IRON Floating Rate Strategy

Duration: Less than 6 months

This portfolio of ultrashort duration securities is designed to maximize yield and minimize interest rate risk through a diversified portfolio of investment grade floating rate securities.

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IRON Short-Term U.S. Government Portfolio

Duration: 2-3 years

Seeks to maximize protection of principal while striving for yield by investing in a portfolio that may consist of Treasury, US Agency, or FDIC backed securities.

IRON Short-Term Pre-Refunded Tax-Free Portfolio

Duration: 2-3 years

Seeks to maximize income free from Federal tax. This portfolio invests in municipal bonds issued by states and municipalities that have pre-refunded or escrowed their securities with US Treasuries, thus minimizing credit risk.

IRON Short-Term Investment Grade Portfolio

Duration: 2-3 years

Seeks to provide current income with relatively low price volatility. Portfolios will be diversified across industry sectors and only hold securities that are considered investment grade quality.

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IRON Intermediate-Term Investment Grade Portfolio

Duration: 5-8 years

Seeks to provide current income with moderate price volatility. Portfolios will be diversified across industry sectors and only hold securities that are considered investment grade quality.

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IRON High Yield Bond Strategy

Duration: 3-6 years

Seeks to maximize income by investing in securities that are below investment grade. Portfolios will be diversified across industry sectors and only hold securities that are below investment grade quality.

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IRON Strategic Income Fund (Mutual Fund)

Seeks to maximize income through sector diverse exposure to the high-yield bond space. The fund strives to have a low correlation to the US Aggregate Bond Index by adjusting exposure to the credit markets through time.

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Investing involves risk, including loss of principal.  There can be no assurance that the funds will achieve their objectives or that their investment strategies will be successful.  The value of derivatives may rise or fall more rapidly than other investments.  For some derivatives, it is possible to lose more than the amount invested in the derivative.  It is possible that the hedge may not succeed.  Fixed income investments are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk.  In general, as prevailing interest rates rise, fixed income securities prices will fall.

The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing.  You may obtain a current copy of the Fund’s prospectus by calling 1-877-322-0575 or download a prospectus.  Distributed by Unified Financial Securities, LLC. 

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IRON Convertible Bond Strategy

Duration: 2-4 years

Seeks to maximize total return through the selection and management of a sector-diverse portfolio of convertible bonds. Convertibles are a true “hybrid” security that can provide investors downside protection, and upside participation in the companies’ stock.

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