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Investors Welcome Second Wave Of Liquid Alternatives

Sep 02, 2014 -- FINAlternatives.com Campbell, Mary

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How Long Will Interest Rates Stay Low, And Are They Really Boosting Your Portfolio?

Jul 23, 2014 -- Aaron Izenstark quoted in MainStreet.com Ellen, Chang

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Firms Team Up to Launch Retirement Plan Program

Jul 08, 2014 -- Plansponsor.com

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IRON Fund Manager Warns of High Yield Bubble, Favors Converts

Jun 27, 2014 -- TheStreet.com

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An Interview with Aaron Izenstark - Part 2 of 2 | Equities and Alternatives as Diversifiers

Jun 17, 2014 -- Millionaire Corner

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Market News: Apple Inc, Analog Devices, Family Dollar, Tyson Foods

Jun 09, 2014 -- Value Walk Cabural, Marie

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An Interview with CIO Aaron Izenstark of Iron Financial - Fed Tapering

Jun 03, 2014 -- Millionaire Corner

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FSOC Proposal Could Have Far-Reaching Effect

May 27, 2014 -- Money Management Executive - Online Coen, Andrew

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Profile: Alternative Approach

May 06, 2014 -- ETF.com - Online Murphy,Cinthia

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The many rewards, and the hidden risks, of high-frequency trading

Apr 27, 2014 -- Christian Science Monitor - New York Bureau

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Traders Bet Silver Streak to End With Gold on Inflation

Apr 25, 2014 -- Bloomberg News Bost, Callie

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ERISA 3(21) fiduciary services are oversold, misunderstood

Apr 18, 2014 -- BenefitsPro.com Friedman, Richard

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When Bond Funds Think Outside the Box

Apr 04, 2014 -- The New York Times De Aenlle, Conrad

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IRON Financial looks to grow, adapt business

Mar 24, 2014 -- Private Asset Management Butler, Kelsey

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Izenstark: Diversify In Bonds With ETFs

Mar 20, 2014 -- ETF.com Murphy, Cinthia

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Long-Term Investing: 3 Lessons Learned on the Floor of the Chicago Board Of Trade

Mar 17, 2014 -- By Aaron Izenstark

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Stormy skies ahead: why the retirement crisis seems unfixable – and getting worse

Feb 28, 2014 -- BenefitsPro.com Writer: Gladych, Paula Aven

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MyRA: Yea or Nay? How about “My Social security”!

Feb 13, 2014 -- By Aaron Izenstark

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Playing Defense On Fixed Income

Feb 03, 2014 -- Aaron Izenstark was quoted in Financial Advisor Writer: Bier, Jerilyn Klein

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2014 Bond Outlook

Feb 03, 2014 -- mainstreet.com Writer: Cheng, Ellen

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Rock, Taper, Scissors: How the Fed’s QE Game is Affecting the Bond Market

Jan 27, 2014 -- By Aaron Izenstark

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Is the Market's Rise Misleading?

Jan 01, 2014 -- Aaron Izenstark was quoted in Wall St. Cheat Sheet.

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Take Five with Iron Financial's Aaron Izenstark

Oct 01, 2013 -- Chief investment strategist says government shutdown could delay tapering

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Stocks Fall as Congress at Government Shutdown Standstill

Sep 27, 2013 -- Aaron Izenstark was quoted in the Street.com.

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Q2 2013 Portfolio Managers' Quarterly Commentary: Iron Strategic Income Fund

Sep 18, 2013 --

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Fund Spotlight: A Strategy that seeks Credit and Interest Rate Protection.

Jul 10, 2013 -- In the recent Alternatives Quarterly Update by Strategic Insight, the IRON Strategic Income Fund was the spotlight fund of the quarter.

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As Markets Face Rising Rates, Rebalancing Gets Tougher

Jun 28, 2013 -- Aaron Izenstark quoted in U.S. News & World Report

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Nationwide Financial Expands Fiduciary Offerings

Jun 28, 2013 -- IRON Financial to offer 3(38) Investment Fiduciary Service

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IRON Financial Announces CEFEX Certification

Jun 22, 2013 --

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Why brokers from Nationwide, LPL, Merrill Lynch and others are giving RIAs a cut of their 401(k) action

May 29, 2013 -- RIAs and brokers alike are wary of the fox-in-hen-house effect but DOL is creating strange bedfellows

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Dish Raises $2.6 Billion for Sprint Bid

May 16, 2013 -- Aaron Izenstark, CIO and co-founder of IRON Financial, offers his opinion in this article from the WSJ.com

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IRON Financial is profiled in this recent story in Money Management Executive.

Apr 22, 2013 --

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IRON Financial is profiled in this recent story in Money Management Executive.

Apr 22, 2013 --

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Barron's Top 100 Independent Wealth Advisors for 2012

Aug 25, 2012 -- Aaron Izenstark/IRON Financial, LLC is ranked # 59 in the Barron's: Top 100 Independent Wealth Advisors for 2012

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Bond Funds That Can Rise In a Downward Market

Aug 15, 2012 -- TheStreet.com

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InvestmentNews -- 10 Fund Managers to Watch

Jun 03, 2012 -- Aaron Izenstark was recently named by InvestmentNews as one of the “10 Fund Managers to Watch”

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Registered Rep Magazine -- Majoring in Retirement

Nov 01, 2011 --

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Barron's: Top 100 Independent Wealth Advisors 2011

Aug 27, 2011 -- Aaron Izenstark/IRON Financial, LLC were named # 40 in the Barron's: Top 100 Independent Wealth Advisors for 2011

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Nationwide Financial has chosen IRON Financial to provide 3(38) Investment Fiduciary Services

Jun 28, 2011 -- Nationwide Financial has chosen IRON Financial to provide 3(38) Investment Fiduciary Services for its retirement plan platform

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IRON Financial gets CEFEX certification

Jun 22, 2011 -- Business Wire

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IRON Financial has been certified for fiduciary excellence by CEFEX, the Centre for Fiduciary Excellence LLC

Jun 14, 2011 --

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3(38) Fiduciary Protection Program Introduced as the Latest Enhancement to Retirement Plans

Apr 27, 2011 -- INTAC teams up with IRON Financial to provide you with the added benefit of a 3(38) Qualified Retirement Fiduciary Protection Program

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Advisor One

Mar 07, 2011 -- At ASPPA 401(k) Summit, IRON Financial’s Friedman Mitigates Fiduciary Risk

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Richard Friedman quoted in Advisor One

Mar 07, 2011 -- Richard Friedman, Managing Director of IRON’s Corporate Retirement Services, was quoted in a Advisor One article about mitigating fiduciary risk

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401K Wire

Dec 10, 2010 -- Dick Friedman, Partner, was voted to 401K Wire's 300 Most Influential Defined Contribution Advisors of 2010

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Advisor Solutions

Nov 11, 2010 -- New Opportunities in Retirement Planning (PDF)

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BTIG Pushes into Emerging Markets -- Investment Dealers’ Digest

Sep 24, 2010 -- Aaron Izenstark, Chief Investment Officer, comments on broker-dealer BTIG’s recent expansion and weighs risk with long-term return.

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IRON Morningstar Press Release

Aug 17, 2010 -- IRON Morningstar Press Release

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Barron's Magazine

Aug 09, 2010 -- Aaron Izenstark, IRON Financial's Chief Investment Officer has been named to the Barron's Top 100 listing of Independent Financial Advisers in the United States for the fourth consecutive year.

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Financial Advisor: RIA Ranking 2010

Jul 01, 2010 -- IRON Financial ranked number 69 in Financial Advisors 2010 ranking

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TheStreet.com

Jun 25, 2010 -- Real Story Podcast

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IRON Financial Press Release

Apr 29, 2010 -- IRON Financial press release

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Barron's Magazine

Sep 26, 2009 -- Aaron Izenstark, IRON Financial's Chief Investment Officer has been named to the Barron's Top 100 listing of Independent Financial Advisers in the United States.

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Chicago Tribune

Jul 12, 2009 -- Chicago Tribune, July 12, 2009. Business Annoncement

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Barron's Magazine

Aug 01, 2008 -- For the second time, IRON's Chief Investment Officer was ranked in Barron's survey of America's best independent financial advisors

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IRON Financial named Paul Travlos, Chief Executive Officer of IRON Holdings

May 01, 2008 --

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Chicago Magazine

Apr 01, 2008 -- Aaron Izenstark, IRON Financial's Chief Investment Officer is ranked # 5 in Chicago Magazine's list of Top 50 Financial Advisers.

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REASONS TO CONSIDER INVESTING
LIQUID ALTERNATIVE

A Hedge Fund-Like Strategy managed in a 1940 Act Mutual Fund with daily liquidity and highly transparent investment process.

TOTAL RETURN FOCUS

The Fund seeks to capture both capital appreciation and income by actively participating in various credit opportunities in every market environment.

DURATION MANAGEMENT

The Fund strives to protect during periods of rising interest rates and periods of heightened inflation.

OBJECTIVE

The Fund seeks to maximize total return by effectively maintaining an optimal exposure to credit through time. To vary credit exposure and to hedge against potential credit, rate, and liquidity risks, the Fund utilizes an allocation to cash and credit derivatives.

CATEGORIES as of 6.30.14

Overall Morningstar Rating

Morningstar Category
Nontraditional Bond

Morningstar Risk-Adjusted Ratings: Nontraditional Bond Category Institutional Share class 3 Year 4 stars out of 170 funds. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating Metrics.

Institutional Share Class
Ticker IFUNX
Cusip 90470K446
12b-1 Free None
Gross Expense Ratio 1.65%1
Annual Report Expense Ratio 1.13%2
NAV as of 9/19/2014 11.59
NAV Change 0.00

Investor Share Class
Ticker IRNIX
Cusip 90470K180
12b-1 Fee 0.25%
Administrative Fee 0.10%
Gross Expense Ratio 1.99%1
Annual Report Expense Ratio 1.48%2
NAV as of 9/19/2014 11.66
NAV Change -0.01
   
Inception Date 10/11/2006
Total Net Assets (6/30/14) $445M
Distribution Schedule Quarterly
No Load