Investment success is an elusive goal for most investors. To give yourself the best possible chance of achieving your investment goals you must adhere to a disciplined process.

The professionals at Iron Capital Advisors guide each individual through the investment process step by step, using the same discipline and care we provide to our institutional clients.

Investment Policy Statement

• The investment policy statement is the backbone of the investment process. It outlines the procedures that must be followed in the selection, monitoring and removal of investment options. .
• A well written Investment Policy Statement for an individual investor includes the following:
  • A description of the investment objectives to be accomplished by the portfolio.
  • A description of the asset classes to be included in the portfolio.
  • A description of the constraints on the portfolio including liquidity, regulatory, and risk.
• The policy must be executed and then lived by.

Asset Class Selection

Asset classes and investment styles come in and out of favor. Therefore it is important to have a well-balanced portfolio representing multiple asset classes and styles of investing. Iron Capital strives to add value by understanding what assets are best suited for our clients' portfolios, and where in when to use passive index investing versus active management.

Manager Analysis & Selection Process

Performance
			Overall We screen over 10,000 managers through an extensive analytical process just as we do for our institutional clients. Through this process we identify the managers who have consistently added value, and provide the best potential for adding value in the future.
Risk Control
Risk Adjusted Returns
Portfolio Construction
Operations

Asset Allocation

Academic studies have shown that over 90% of the variability of a portfolio’s returns are due to the asset allocation – the distribution of assets over different types of investments, such as stocks, bonds, cash, or real estate – not security selection, market timing or any other factor.

Setting the appropriate asset allocation takes an understanding of the return potential, risk potential, and the interrelationships of the different asset classes.

Market Cycles

We can’t know what the market is going to do tomorrow, but we can know what the market “should” do based on relative valuations, and we can know what the market is doing in terms of momentum. Based on these factors we feel we can anticipate longer term cycle trends.

Cycles in Capitalization

Cycles in Style

• Capitalize on return cycles among the asset classes and the cycle between value and growth
• Since 1979 the average cycles and excess returns have been: