Core Plus Suite | Performance – March 2024
Performance for the IRON Core Plus Portfolios as of March 31, 2024 is now available.
Read MoreCore Plus Suite | Performance – March 2024
Core Plus Suite | Performance – January 2024
Performance for the IRON Core Plus Portfolios as of January 31, 2024 is now available.
Read MoreCore Plus Suite | Performance – January 2024
Quick Facts
- Portfolio Manager: IRON Financial
- Investment Style: Equities and fixed income with a global focus
The Suite Objective
- Seeks income and growth balance at every risk preference
The Suite Strategy
- “Multi-layer strategy”
- Pursued by combining a curated spread of low-cost passive index ETFs and actively managed mutual funds
Aaron Izenstark
Co-Founder and Chief Investment Officer
Joe Fanaro
Portfolio Management and Trading
George Georgiev, CFA
Portfolio Management and Research
Core Plus Suite | Performance – March 2024
Performance for the IRON Core Plus Portfolios as of March 31, 2024 is now available.
Read MoreCore Plus Suite | Performance – March 2024
Core Plus Suite | Performance – January 2024
Performance for the IRON Core Plus Portfolios as of January 31, 2024 is now available.
Read More