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logologologo
  • About
    • Vision & History
    • The IRON Team
    • IRON Cares
  • Explore by Solution
    • High-Q
    • Incertus
    • Income & Growth
    • Core Plus Suite
  • Explore by Experience
    • Private Clients
    • Advisors
  • Resources
    • Portfolio Updates
    • Literature
  • Login
logologologo
  • About
    • Vision & History
    • The IRON Team
    • IRON Cares
  • Explore by Solution
    • High-Q
    • Incertus
    • Income & Growth
    • Core Plus Suite
  • Explore by Experience
    • Private Clients
    • Advisors
  • Resources
    • Portfolio Updates
    • Literature
  • Login
logologologo
  • About
    • Vision & History
    • The IRON Team
    • IRON Cares
  • Explore by Solution
    • High-Q
    • Incertus
    • Income & Growth
    • Core Plus Suite
  • Explore by Experience
    • Private Clients
    • Advisors
  • Resources
    • Portfolio Updates
    • Literature
  • Login
  • About
    • Vision & History
    • The IRON Team
    • IRON Cares
  • Explore by Solution
    • High-Q
    • Incertus
    • Income & Growth
    • Core Plus Suite
  • Explore by Experience
    • Private Clients
    • Advisors
  • Resources
    • Portfolio Updates
    • Literature
  • Login

Proprietary Investment Capabilities

Our overall investment approach was developed during our Chief Investment Officer’s years as a market maker and proprietary trader at the Chicago Board of Trade and Chicago Mercantile Exchange. The process focuses on effective risk management and primary research.

Client Focused

Our innovative strategies always strive for risk-adjusted returns, reduced downside volatility, diversified return streams, and relatively lower levels of correlation.

Investing with intention

LEARN MORE
Helping Your Investment Journey

Helping Your Investment Journey

When the markets feel trying, here are a few things you can do to help your investment journey.

Read More
June 21, 2022
Review May 2022 Portfolio Performance

Review May 2022 Portfolio Performance

High-Q has outperformed its benchmark, the S&P 500, by 12.98% from the start of 2022 through 5/31/22.

Read More
May 31, 2022
Minimum Variance Is the Key

Minimum Variance Is the Key

High-Q had substantial outperformance during April compared to its benchmark, the S&P 500.

Read More
May 18, 2022
Looking Forward to More Opportunities

Looking Forward to More Opportunities

Overall long-term Incertus portfolio returns have been solid compared to our benchmark.

Read More
April 28, 2022
Weathering the Market Cycles

Weathering the Market Cycles

Overall long-term Incertus portfolio returns have been solid compared to our benchmark.

Read More
April 28, 2022
Momentum for the Books

Momentum for the Books

The portfolio is on a roll, especially compared to its benchmark.

Read More
April 27, 2022
Focusing On Our Low Volatility Investment Approach

Focusing On Our Low Volatility Investment Approach

Amid ongoing domestic and global challenges, the portfolio remains focused on our low volatility investment approach.

Read More
April 27, 2022
The Good and the Bad – Plainly Speaking About Q1 2022

The Good and the Bad – Plainly Speaking About Q1 2022

Plainly speaking, there are multiple forces at play, making the global macro environment particularly perilous. 

Read More
April 26, 2022
Early Access to Q1 2022 Performance

Early Access to Q1 2022 Performance

The portfolio had a remarkable quarter compared to its benchmark, the S&P 500.

Read More
April 6, 2022
Position Changes Amidst Continuing Rising Yield & Inflation

Position Changes Amidst Continuing Rising Yield & Inflation

A move to TIPS...

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March 29, 2022

Portfolio Updates

Helping Your Investment Journey

When the markets feel trying, here are a few things you can do to help your investment journey.

Read More

Helping Your Investment Journey

June 21, 2022

Review May 2022 Portfolio Performance

High-Q has outperformed its benchmark, the S&P 500, by 12.98% from the start of 2022 through 5/31/22.

Read More

Review May 2022 Portfolio Performance

May 31, 2022

Minimum Variance Is the Key

High-Q had substantial outperformance during April compared to its benchmark, the S&P 500.

Read More

Minimum Variance Is the Key

May 18, 2022

Looking Forward to More Opportunities

Overall long-term Incertus portfolio returns have been solid compared to our benchmark.

Read More

Looking Forward to More Opportunities

April 28, 2022

Weathering the Market Cycles

Overall long-term Incertus portfolio returns have been solid compared to our benchmark.

Read More

Weathering the Market Cycles

April 28, 2022

Momentum for the Books

The portfolio is on a roll, especially compared to its benchmark.

Read More

Momentum for the Books

April 27, 2022

Quarterly Market Update

Our angle on the most important topics

The Good and the Bad – Plainly Speaking About Q1 2022

Plainly speaking, there are multiple forces at play, making the global macro environment particularly perilous. 

Read More

The Good and the Bad – Plainly Speaking About Q1 2022

April 26, 2022

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Custom Portfolios
Fixed Income

Latest Commentary

by IRON Financial

Helping Your Investment Journey

When the markets feel trying, here are a few things you can do to help your investment journey.

Read More

Helping Your Investment Journey

June 21, 2022
by IRON Financial

Review May 2022 Portfolio Performance

High-Q has outperformed its benchmark, the S&P 500, by 12.98% from the start of 2022 through 5/31/22.

Read More

Review May 2022 Portfolio Performance

May 31, 2022
by IRON Financial

Minimum Variance Is the Key

High-Q had substantial outperformance during April compared to its benchmark, the S&P 500.

Read More

Minimum Variance Is the Key

May 18, 2022

IRON Financial provides innovative investment solutions to individuals and advisors.

Explore by Solution

High-Q
Incertus
Income & Growth
Core Plus Suite

Explore by Experience

Private Clients
Advisors

Contact IRON

630 Dundee Rd, Ste 200
Northbrook, IL 60062

Toll-Free: 888-396-4766
Phone: 847-715-3200
Fax: 847-715-3499

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