Fixed Income Service | Are bonds back?
Short-term Treasury yields rise above 4.5% -- a 15-year high!
Read MoreDuring the past three decades, IRON Financial has helped clients mitigate risk while preserving and growing capital. Our ability to develop effective strategies and execute them in a disciplined manner has allowed us to deliver returns that meet or exceed clients’ expectations. We are committed to act in our clients’ best interests at all times. Performance and integrity have helped us earn our clients’ trust and confidence for almost 30 years.
Philosophy
Our yield-focused fixed income service is guided by these principles:
- Mitigate conflicts of interest and provide complete transparency via fee-only pricing model
- Carefully listen to each client’s particular goals and liquidity needs, then construct a portfolio that meets these objectives
- Focus on principal preservation
Investment Approach
- Purchase individual securities whenever possible and hold them to maturity
- Create a customized portfolio that reflects the client’s desire to protect principal
- Construct portfolio with government-backed securities or in combination with investment grade corporate bonds
Aaron Izenstark
Co-Founder and Chief Investment Officer
Joe Fanaro
Portfolio Management and Trading
George Georgiev, CFA
Portfolio Management and Research
Browse performance and more for all of our solutions.
