- 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

Engine of
Investment Innovation
LEARN ABOUT OUR FUND
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.
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.
Innovative strategies that seek:
- Risk-adjusted returns
- Reduced downside volatility
- Diversified return streams
- Relatively lower levels of correlation
- Experienced institutional team from asset management firms
- Successful track record building alternatives based asset management businesses
- Strong process managed operation
- Heavy integration of leading technologies throughout the firm
- Enterprise risk management framework integrated into firm culture
- Highly liquid
- Transparent
- Fee-competitive
- Seeks to achieve competitive results over full market cycles
- Active risk management
Our Teams

Aaron Izenstark
Co-founder, Chief Investment Officer

Ramesh Poola, PhD, CFA
Co-Chief Investment Officer, Fiduciary Services

Ted Connolly
Director, Portfolio Management & Trading

Joe Fanaro
Portfolio Management & Trading

George Georgiev, CFA
Senior Fund Research Analyst

Ramesh Poola, PhD, CFA
Co-Chief Investment Officer, Fiduciary Services

Donald Casey, CFA
Senior Investment Analyst

Bill Hassiepen
Senior Credit Research Analyst

Yueting (Amelia) Wu, CFA
Senior Quantitative Analyst

George Georgiev, CFA
Senior Fund Research Analyst

Cory Eagerman
Senior Fund Research Analyst

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