Income & Growth | Performance – December 2023

IRON Income & Growth Portfolio

The material herein contains periods of historical performance based on a backtested asset allocation rather than actual client performance.  The backtested performance uses the same asset allocation as that used for actual client performance following the strategy’s initial offering.  This backtested performance does not precisely capture the effects of drift between rebalances as asset weights change due to market movements.  The backtested asset allocation reflects a monthly rebalancing.  

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.