NEW! IRON High-Quality Minimum Variance Equity Strategy
Seeks higher capital growth with minimum volatility in every market environment. Pursued by identifying high-quality firms with improving operating and long-term earnings potential characteristics.
IRON S&P 500 Equity Plus Strategy
Seeks superior risk-adjusted total returns relative to the Cboe S&P 500 BuyWrite Index. Utilizes an actively managed options overlay strategy on the underlying index ETF.
IRON REIT Strategy
Seeks superior risk-adjusted returns relative to the Morningstar US REIT Index. Comprised of high-quality, publicly traded REITs.
IRON Financial provides equity solutions that seek to deliver high-quality exposure without excessive costs. Our portfolio managers use their experience in the equity markets to create strategies and build and manage diversified solutions.
| Solution | Objective | Securities | Risk-Return |
|---|---|---|---|
| S&P 500 Equity Plus Strategy | Seeks superior risk-adjusted total returns relative to benchmark | Utilizes actively managed options overlay strategy on underlying index ETF | High |
| REIT Strategy | Seeks superior risk-adjusted returns relative to benchmark | Publicly traded REITs | High |
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