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.

Overlay Image
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.