Diversified for diverse investors

Target Risk Portfolios

Solutions

NEW! IRON Incertus Portfolio

Seeks balanced exposure to economic and market risks

Asset allocation: Varies – focuses on real world allocation rather than asset allocation. Potential asset classes include global equities, fixed income, commodities, options, and volatility instruments.

NEW! IRON 100% Fixed Income Strategy

Seeks income and capital preservation. Comprised of ETFs and actively managed mutual funds.

Asset allocation: 100% fixed income

IRON Conservative Portfolio

Seeks income and capital preservation. Comprised of ETFs and actively managed mutual funds.

Asset allocation: 80% fixed income, 20% equity

IRON Moderately Conservative Portfolio

Seeks income and potential capital growth. Comprised of ETFs and actively managed mutual funds.

Asset allocation: 65% fixed income, 35% equity

IRON Moderate Portfolio

Seeks a balance between income and capital growth. Comprised of ETFs and actively managed mutual funds.

Asset allocation: 50% fixed income, 50% equity

IRON Moderately Aggressive Portfolio

Seeks moderate levels of income and capital growth. Comprised of ETFs and actively managed mutual funds.

Asset allocation: 35% fixed income, 65% equity

IRON Aggressive Portfolio

Seeks capital growth. Comprised of ETFs and actively managed mutual funds.

Asset allocation: 20% fixed income, 80% equity

Philosophy

IRON Financial provides target risk portfolios that seek to deliver managed exposure without excessive costs. Our portfolio managers use their experience in the markets to create strategies and build and manage diversified solutions.

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