Incertus | Performance – April 2023
Performance for the IRON Incertus Portfolio as of April 30, 2023 is now available.
Read MoreIncertus | Performance – April 2023
Incertus | Performance – Q1 2023
The portfolio gained 3.94% for the quarter, compared to 4.33% for the Morningstar Moderate Target Risk Index.
Read MoreIncertus | Performance – Q1 2023
Quick Facts
- Portfolio Manager: Actively managed by IRON Financial
- Investment Style: Equities, long-term Treasuries, and commodities with a global focus
- Benchmark: Morningstar Moderate Target Risk Index
The Objective
- Seeks to generate capital growth with lower drawdowns and lower volatility in every market environment
The Strategy
- “All weather style returns strategy”
- Pursued by rotating asset class and securities exposure based on the most prevalent macro risks throughout the market cycle

Aaron Izenstark
Co-Founder and Chief Investment Officer

Joe Fanaro
Portfolio Management and Trading

George Georgiev, CFA
Portfolio Management and Research
Incertus | Performance – April 2023
Performance for the IRON Incertus Portfolio as of April 30, 2023 is now available.
Read MoreIncertus | Performance – April 2023
Incertus | Performance – March 2023
Performance for the IRON Incertus Portfolio as of March 31, 2023 is now available.
Read MoreIncertus | Performance – March 2023
Also available
Incertus ETF
Enjoy the unique design of our Incertus portfolio with 100% ETFs.