A 100% equity portfolio striving for S&P 500-like returns, plus lower volatility and higher distribution yield.
An all-weather, multi-asset class portfolio pursuing long-term growth and lower volatility.
Income & Growth
A diverse portfolio (by asset class and geography) focusing on income generation first and growth second.
Core Plus Suite
An easy way to align risk tolerance to a geographically diverse, risk-based portfolio. Choose from 5 risk levels.
YIELD-FOCUSED FIXED INCOME SERVICE
During the past three decades, IRON Financial has helped clients mitigate risk while preserving and growing capital. Our ability to develop effective strategies and execute them in a disciplined manner has allowed us to deliver returns that meet or exceed clients’ expectations. We are committed to act in our clients’ best interests at all times. Performance and integrity have helped us earn our clients’ trust and confidence for almost 30 years.
Quarterly Market Commentary
At the close of each quarter, Aaron Izenstark, Co-founder and CIO, guides us through notable market highlights.
Market Update | A Year Likely to Be Studied as an Outlier – Q4 2022 Recapped
Most markets and asset classes produced solid returns in the fourth quarter of 2022.Read More
Our Investment Edge
Rooted in history and extensive research, we aim to curate the ideal investment experience – with our investors at the heart of everything we do.