
Weather & Thrive
We are proud to announce our latest innovation: the IRON Incertus Strategy. Impatient with the nature of pure equity portfolios and underwhelmed by 60/40 portfolios, our Management Team developed a hardy alternative – a strategy that seeks to weather and thrive through today’s uncertain market environments.
Incertus Strategy Features
1. All-Weather. We strive to limit interruptions to wealth building by offering participation in bull markets and protection in bear markets.
2. Adaptive. We focus on the goal of consistently compounding wealth rather than on any particular investment style.
3. Always Invested. There is no timing of the markets. Our strategy is always invested. By giving up some gains during bull markets, we strive to limit drawdowns during bear markets.
4. Real World. We concentrate on real world risk over asset allocation.
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Latest Posts
High-Q | Performance – Q4 2022
The Portfolio finished ahead of its benchmark with a net gain for the quarter.
High-Q | Performance – Q4 2022
Core Plus | Performance – Q4 2022
Both the Portfolio's equity and fixed income allocations generated gains for the quarter.
Core Plus | Performance – Q4 2022
Incertus | Performance – Q4 2022
The Portfolio finished with a net gain for the quarter.