Core Plus Suite | Performance – October 2023
Performance for the IRON Core Plus Portfolios as of October 31, 2023 is now available.
Read MoreCore Plus Suite | Performance – October 2023
Core Plus | Performance – Q3 2023
All except one of our active ETFs outperformed.
Read MoreCore Plus | Performance – Q3 2023
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 – October 2023
Performance for the IRON Core Plus Portfolios as of October 31, 2023 is now available.
Read MoreCore Plus Suite | Performance – October 2023
Core Plus Suite | Performance – September 2023
Performance for the IRON Core Plus Portfolios as of September 30, 2023 is now available.
Read More