Fund Objective

The IRON Strategic Income Fund is a total return focused liquid alternative bond fund. It participates, opportunistically, in credit and other select fixed income markets and seeks to generate competitive and consistent returns that have low correlation to core fixed income assets.

Fund Philosophy

Our strategies and solutions are built and maintained by a deep investment function consisting of both trading and research.

Alternative investments designed to show added value to direct exposure.

Since inception, IRON has focused on:

  • Alternative Investments
  • Transparency
  • Low Cost Direct Exposure

IRON’s core competency, our investment function, is our number one priority. We provide the needed resources to fuel this function first.

IFUNX INVESTMENT PROCESS Each opportunity set has a detailed process

Risk Management

IRON has implemented an enterprise risk management program from the top down within the organization. The primary objectives of the firm’s program is to: (1) Ensure IRON’s ability to manage risk to preserve and enhance the value of the firm and (2) provide suitable risk management mechanisms to protect stakeholders and clients during periods of volatility in the economy and capital markets.

Two Classes of Risk are managed within the firm:

Organizational – actual or contingent risk to which the firm is exposed through ongoing operation of its business

Investment – actual or contingent risk associated with investment and fiduciary duties performed by IRON on behalf of its clients.

The portfolio management team uses a variety of strategies to adjust portfolio net exposure, manage volatility, limit drawdown and mitigate operational risk:


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.