IRON High-Quality Equity Portfolio

The material herein contains periods of historical performance based on a backtested static algorithm rather than actual client performance. This unchanged algorithm does not include any subjective inputs from management, and, as such, we feel it fairly represents how the strategy would have performed during periods prior to its initial offering.

Please see disclosure section of materials for additional information.

Questions and/or requests for additional information may be directed to 847-715-3200 or compliance@ironfinancial.com.

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The material herein contains periods of historical performance based on a model rather than actual client performance. This model was maintained and used concurrent with the management of client accounts solely for the purpose of simplifying performance calculation. While it accurately reflects management decisions, it does not precisely capture the effects of drift between rebalances as asset weights changed due to market movements. The model rebalanced monthly.

Please see disclosure section of materials for additional information.

Questions and/or requests for additional information may be directed to 847-715-3200 or compliance@ironfinancial.com.

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