IRON Financial (IRON) is an independent asset manager serving a diverse universe of financial intermediaries and institutions. For over 16 years they have prided themselves on the integrity, independence and innovation that continue to earn them the trust and confidence of their clients. With a focus on low-cost, innovative, risk-mitigation strategies, IRON manages investment portfolios across core and alternative asset classes, and provides comprehensive solutions to the qualified retirement plan marketplace. IRON financial offers 3(38) Co-Fiduciary services to best fit both the company and the participants’ needs. With IRON, retirement plans can have a platform that meets the demands of the company and the employees.
IRON Added Value:
- Independent investment selection, monitoring and replacement in accordance with the plan Investment Policy Statement
- Communication with the broker of record and plan sponsor from the point of sale forward
- Quarterly newsletter with educational materials and plan investment performance, if requested
Their professionals have decades of experience in the investment management, qualified plan and financial services industries. To ensure a superior client experience, IRON has vertically integrated a full complement of administrative and back-office shared support services, as well as functional capabilities including operations, finance, technology, legal, compliance and facilities.
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