Income & Growth | Performance – March 2024
Performance for the IRON Income & Growth Portfolio as of March 31, 2024 is now available.
Read MoreIncome & Growth | Performance – January 2024
Performance for the IRON Income & Growth Portfolio as of January 31, 2024 is now available.
Read MoreQuick Facts
- Portfolio Manager: Actively managed by IRON Financial
- Investment Style: Equities and fixed income with a global focus
- Benchmarks: Bloomberg US Aggregate Bond Index, S&P 500 Index
The Objective
- Seeks to generate income and growth first, and protect principal second
The Strategy
- “Income first strategy”
- Pursued by following our smart proprietary quantitative model. We also rely on the strategy advisor’s fundamental views on qualitative factors.
Aaron Izenstark
Co-Founder and Chief Investment Officer
Joe Fanaro
Portfolio Management and Trading
George Georgiev, CFA
Portfolio Management and Research
Income & Growth | Performance – March 2024
Performance for the IRON Income & Growth Portfolio as of March 31, 2024 is now available.
Read MoreIncome & Growth | Performance – January 2024
Performance for the IRON Income & Growth Portfolio as of January 31, 2024 is now available.
Read More
