Innovative Strategies that seek to achieve:

  • Highly differentiated, advanced, 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 quantitative and investment research team.

Innovative strategies that seek to achieve:

  • Risk-adjusted returns
  • Reduced downside volatility
  • Diversified return streams
  • Relatively lower levels of correlation
  • Experienced portfolio management team with deep industry knowledge
  • Successful track record building alternative investments
  • Strong investment research team with a diversified skill set for creating holistic investment strategies
  • 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


As disclosed in the IRON Strategic Income Fund’s current prospectus, the gross expense ratio for the Institutional share class is 1.41%.

The Fund’s Adviser contractually has agreed to waive its management fee and/or reimburse expenses so that total annual operating expenses for each class (excluding brokerage fees and commissions; fees paid pursuant to the Administrative Services Plan (Investor Class only); borrowing costs, such as (a) interest and (b) dividend expenses on securities sold short; any 12b-1 fees; taxes; extraordinary expenses; and any indirect expenses, such as acquired fund fees and expenses) do not exceed 1.00% of average daily net assets through January 31, 2020. Any waiver or reimbursement by the Adviser is subject to repayment by the Fund within three fiscal years; provided that the Fund is able to make the repayment without exceeding the 1.00% limitation. This expense cap may not be terminated prior to this date except by the Board of Trustees.

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


Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax
implications and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.

The Fund’s 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 by calling 1-877-322-0575 or download a prospectus. 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. Current performance of the Fund may be lower or higher than the performance quoted.

Performance data current to the most recent month end may be obtained by calling our toll-free number. Of course there can be no assurance
that the funds will achieve their objectives or that their investment strategies will be successful. Distributed by Unified Financial Securities, LLC., (Member FINRA). No investment strategy, including a total return strategy, can ensure a profit or protect against loss.