NEW! IRON Incertus Portfolio
Seeks balanced exposure to economic and market risks
Asset allocation: Varies – focuses on real world allocation rather than asset allocation. Potential asset classes include global equities, fixed income, commodities, options, and volatility instruments.
NEW! IRON 100% Fixed Income Strategy
Seeks income and capital preservation. Comprised of ETFs and actively managed mutual funds.
Asset allocation: 100% fixed income
IRON Conservative Portfolio
Seeks income and capital preservation. Comprised of ETFs and actively managed mutual funds.
Asset allocation: 80% fixed income, 20% equity
IRON Moderately Conservative Portfolio
Seeks income and potential capital growth. Comprised of ETFs and actively managed mutual funds.
Asset allocation: 65% fixed income, 35% equity
IRON Moderate Portfolio
Seeks a balance between income and capital growth. Comprised of ETFs and actively managed mutual funds.
Asset allocation: 50% fixed income, 50% equity
IRON Moderately Aggressive Portfolio
Seeks moderate levels of income and capital growth. Comprised of ETFs and actively managed mutual funds.
Asset allocation: 35% fixed income, 65% equity
IRON Aggressive Portfolio
Seeks capital growth. Comprised of ETFs and actively managed mutual funds.
Asset allocation: 20% fixed income, 80% equity
IRON Financial provides target risk portfolios that seek to deliver managed exposure without excessive costs. Our portfolio managers use their experience in the markets to create strategies and build and manage diversified solutions.
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