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Credit
Hedged Credit Strategy
Convertibles
Investment Grade Corporate
Equity
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Mutual Fund
Corporate Retirement Solutions
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Credit
Hedged Credit Strategy - With a Historical Emphasis on High Yield Credit
An Alpha Strategy with a hedged absolute return focus that seeks to deliver solid absolute returns through market cycles with meaningfully reduced volatility.
We seek to generate competitive returns in strong markets and protect against drawdown and loss of capital in weaker market environments.
We strive to capture an optimal combination of capital appreciation and income and maximize total return by effectively modifying exposure and maintaining optimal exposure to higher yielding credit asset classes through time.
Convertible Strategy
The IRON Convertible Strategy seeks to achieve superior risk-adjusted returns through a high conviction yet risk diverse portfolio of 25-30 convertible securities.
We apply a disciplined, combined quantitative and fundamental approach to identify securities possessing a combination of attractive hybrid characteristics that provide the potential for superior returns with reduced downside risk over full market cycles.
Investment Grade Corporate Fixed Income
The IRON Investment Grade Corporate Strategy seeks to provide current income with relatively low price volatility by investing in a portfolio of diversified investment grade bonds with a credit quality of BBB- or higher.
Markets
Quotes delayed 20 minutes
Symbol
Last
Change
S&P500
1628.93
-22.88
Nasdaq
3423.555
0.00
5-Yr T-Note
2.311
+0.129
10-Yr T-Note
1.227
+0.175
MSCI
33.98
-0.61
GOLD
1662.10
-0.50
OIL
88.30
-0.43
Wheat Futures
801.00
+8.00
Eurodollar Futures
99.67
+0.0003
EUR/USD
1.3278
N/A
IRON Insight
Market Research & Whitepapers
3(38)Investment Fiduciary - Advisor White Paper
Adding Value to Covered Calls - The Benefits of Active Management Over Passive Indices
Perspectives
The IRON Financial Story: Dedication, Expertise, Evolution
Maintaining Integrity: A State of Mind at IRON Financial
IRON News
Apr 22, 2013
IRON Financial is profiled in this recent story in Money Management Executive.
Aug 25, 2012
Barron's Top 100 Independent Wealth Advisors for 2012
Aaron Izenstark/IRON Financial, LLC is ranked # 59 in the Barron's: Top 100 Independent Wealth Advisors for 2012
Jun 03, 2012
InvestmentNews -- 10 Fund Managers to Watch
Aaron Izenstark was recently named by InvestmentNews as one of the “10 Fund Managers to Watch”
Nov 01, 2011
Registered Rep Magazine -- Majoring in Retirement
Aug 27, 2011
Barron's: Top 100 Independent Wealth Advisors 2011
Aaron Izenstark/IRON Financial, LLC were named # 40 in the Barron's: Top 100 Independent Wealth Advisors for 2011
Jun 28, 2011
Nationwide Financial has chosen IRON Financial to provide 3(38) Investment Fiduciary Services
Nationwide Financial has chosen IRON Financial to provide 3(38) Investment Fiduciary Services for its retirement plan platform
Jun 22, 2011
IRON Financial gets CEFEX certification
Business Wire
Jun 14, 2011
IRON Financial has been certified for fiduciary excellence by CEFEX, the Centre for Fiduciary Excellence LLC
Apr 27, 2011
3(38) Fiduciary Protection Program Introduced as the Latest Enhancement to Retirement Plans
INTAC teams up with IRON Financial to provide you with the added benefit of a 3(38) Qualified Retirement Fiduciary Protection Program
Mar 07, 2011
Advisor One
At ASPPA 401(k) Summit, IRON Financial’s Friedman Mitigates Fiduciary Risk
Mar 07, 2011
Richard Friedman quoted in Advisor One
Richard Friedman, Managing Director of IRON’s Corporate Retirement Services, was quoted in a Advisor One article about mitigating fiduciary risk
Dec 10, 2010
401K Wire
Dick Friedman, Partner, was voted to 401K Wire's 300 Most Influential Defined Contribution Advisors of 2010
Nov 11, 2010
Advisor Solutions
New Opportunities in Retirement Planning (PDF)
Sep 24, 2010
BTIG Pushes into Emerging Markets -- Investment Dealers’ Digest
Aaron Izenstark, Chief Investment Officer, comments on broker-dealer BTIG’s recent expansion and weighs risk with long-term return.
Aug 09, 2010
Barron's Magazine
Aaron Izenstark, IRON Financial's Chief Investment Officer has been named to the Barron's Top 100 listing of Independent Financial Advisers in the United States for the fourth consecutive year.
Jul 01, 2010
Financial Advisor: RIA Ranking 2010
IRON Financial ranked number 69 in Financial Advisors 2010 ranking
Jun 25, 2010
TheStreet.com
Real Story Podcast
Apr 29, 2010
IRON Financial Press Release
IRON Financial press release
Sep 26, 2009
Barron's Magazine
Aaron Izenstark, IRON Financial's Chief Investment Officer has been named to the Barron's Top 100 listing of Independent Financial Advisers in the United States.
Jul 12, 2009
Chicago Tribune
Chicago Tribune, July 12, 2009. Business Annoncement
Aug 01, 2008
Barron's Magazine
For the second time, IRON's Chief Investment Officer was ranked in Barron's survey of America's best independent financial advisors
May 01, 2008
IRON Financial named Paul Travlos, Chief Executive Officer of IRON Holdings
Apr 01, 2008
Chicago Magazine
Aaron Izenstark, IRON Financial's Chief Investment Officer is ranked # 5 in Chicago Magazine's list of Top 50 Financial Advisers.
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