Core Plus Suite | Performance – April 2023
Performance for the IRON Core Plus Portfolios as of April 30, 2023 is now available.
Read MoreCore Plus | Performance – Q1 2023
Both the portfolio's equity and fixed income allocations generated gains for the quarter.
Read MoreQuick 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 – April 2023
Performance for the IRON Core Plus Portfolios as of April 30, 2023 is now available.
Read MoreCore Plus Suite | Performance – March 2023
Performance for the IRON Core Plus Portfolios as of March 31, 2023 is now available.
Read More
