IRON Conservative Portfolio
Asset allocation: 80% fixed income, 20% equity
Seeks income and capital preservation. Comprised of ETFs and actively managed mutual funds.
IRON Moderately Conservative Portfolio
Asset allocation: 65% fixed income, 35% equity
Seeks income and potential capital growth. Comprised of ETFs and actively managed mutual funds.
IRON Moderate Portfolio
Asset allocation: 50% fixed income, 50% equity
Seeks a balance between income and capital growth. Comprised of ETFs and actively managed mutual funds.
IRON Moderately Aggressive Portfolio
Asset allocation: 35% fixed income, 65% equity
Seeks moderate levels of income and capital growth. Comprised of ETFs and actively managed mutual funds.
IRON Aggressive Portfolio
Asset allocation: 20% fixed income, 80% equity
Seeks capital growth. Comprised of ETFs and actively managed mutual funds.
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.
| Solution | Objective | Securities |
|---|---|---|
| Conservative Portfolio | Seeks income and capital preservation | ETFs and actively managed mutual funds |
| Moderately Conservative Portfolio | Seeks income and potential capital growth | ETFs and actively managed mutual funds |
| Conservative Portfolio | Seeks a balance between income and capital growth | ETFs and actively managed mutual funds |
| Moderately Aggressive Portfolio | Seeks moderate levels of income and capital growth | ETFs and actively managed mutual funds |
| Aggressive Portfolio | Seeks capital growth | ETFs and actively managed mutual funds |