IRON-TTAM Moderate Risk Portfolio
Seeks growth and income. Comprised of a diverse selection of all-cap stocks (60%) and investment grade bonds (40%).
IRON-TTAM All-Cap Alpha Equity Strategy
Seeks higher excess returns and superior risk-adjusted returns relative to the Russell 3000 Index. Comprised of all-cap, actively managed equities.
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 |
|---|---|---|---|
| Moderate Risk Portfolio | Seeks growth and income | All-cap stocks and investment grade bonds | Moderate |
| All-Cap Alpha Equity Strategy | Seeks higher excess returns and superior risk-adjusted returns relative to benchmark | All-cap, actively managed equities | High |
| 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 |