logologologo
  • Our Fund
  • Our Why
  • Our Teams
  • Invest
  • Other Solutions
logologologo
  • Our Fund
  • Our Why
  • Our Teams
  • Invest
  • Other Solutions
  • Our Fund
  • Our Why
  • Our Teams
  • Invest
  • Other Solutions

For evolving markets

Engine of
Investment Innovation

LEARN ABOUT OUR FUND
OUR FUND
Strategic Income
OUR WHY
IRON Advantage
OUR TEAMS
Management & Research

Striving for Risk Diversification

Our Strategic Income Fund strives to be a risk diversifier. It seeks to maximize total return by effectively maintaining an optimal exposure to credit over time. To vary credit exposure, and in an effort to hedge against potential credit, rate, and liquidity risks, we utilize an allocation to cash and credit derivatives.

LEARN MORE ABOUT THE FUND

Disclosure – The value of derivatives may rise or fall more rapidly than other investments. For some derivatives, it is possible to lose more than the amount invested in the derivative. It is possible that the hedge may not succeed.

Our Unique Edge

IRON Financial launched in 1994 with the goal of bringing liquidity and transparency to the alternative asset management space.

01 - Intellectual Capital & Proprietary Investment Capabilities

  • Highly differentiated, advanced, and proprietary investment process focused on effective risk management and primary research. Our overall investment approach was developed during Chief Investment Officer’s years as a market maker and proprietary trader at the Chicago Board of Trade and Chicago Mercantile Exchange.
  • Highly skilled Investment Research Team

02 - Client Focused

Innovative strategies that seek:

  • Risk-adjusted returns
  • Reduced downside volatility
  • Diversified return streams
  • Relatively lower levels of correlation

03 - Experienced, Accomplished Leadership

  • Experienced institutional team from asset management firms
  • Successful track record building alternatives based asset management businesses

04 - Operational Strength

  • Strong process managed operation
  • Heavy integration of leading technologies throughout the firm

05 - Risk Management

  • Enterprise risk management framework integrated into firm culture

06 - Delivery

  • Highly liquid
  • Transparent
  • Fee-competitive

07 - Performance

  • Seeks to achieve competitive results over full market cycles
  • Active risk management

Our Teams

Portfolio Management Team

Aaron-Izenstark-247x155
Aaron Izenstark

Co-founder, Chief Investment Officer

Ramesh-Poola-247x155
Ramesh Poola, PhD, CFA

Co-Chief Investment Officer, Fiduciary Services

Ted-Connolly-247x155
Ted Connolly

Director, Portfolio Management & Trading

Joe-Fanaro-247x155
Joe Fanaro

Portfolio Management & Trading

George Georgiev
George Georgiev, CFA

Senior Fund Research Analyst

Investment Research Team

Ramesh-Poola-247x155
Ramesh Poola, PhD, CFA

Co-Chief Investment Officer, Fiduciary Services

Donald Casey
Donald Casey, CFA

Senior Investment Analyst

Bill Hassiepen
Bill Hassiepen

Senior Credit Research Analyst

Amelia (Yueting) Wu
Yueting (Amelia) Wu, CFA

Senior Quantitative Analyst

George Georgiev
George Georgiev, CFA

Senior Fund Research Analyst

Cory Eagerman
Cory Eagerman

Senior Fund Research Analyst

Soumya Kancharla
Soumya Kancharla

Manager, Enterprise Software Applications

Disclosure – Investing involves risk, including loss of principal. There is no guarantee that the fund will achieve its investment objective. The value of derivatives may rise or fall more rapidly than other investments. It is possible that the hedge may not succeed.

 

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

 

In general, as prevailing interest rates rise, fixed income securities prices will fall. Of course, there can be no assurance that the funds will achieve their objectives or that their investment strategies will be successful. No investment strategy, including a total return strategy, can ensure a profit or protect against loss. Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

 

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus and summary prospectus contains this and other information about the Fund and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus or summary prospectus by calling 1-888-396-4766.

 

Distributed by Ultimus Fund Distributors, LLC

IRON Financial provides innovative investment solutions to individuals, corporations, plan sponsors, and advisors.

IRON Funds

Our Fund
Our Why
Our Team
How to Invest

All IRON Solutions

Fixed Income
Equity
Portfolios
Corporate Retirement
IRA Rollovers
Mutual Funds

Contact IRON

630 Dundee Rd, Ste 200
Northbrook, IL 60062

Toll-Free: 888-396-4766
Phone: 847-715-3200
Fax: 847-715-3499

Send Us a Message

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