Iron Financial LLC

IRON Financial LLC is an SEC-registered investment advisor established in 1994, located in Northbrook, IL. The firm specializes in providing high-quality strategies in fixed income, equity, and alternative investment markets. They offer discretionary investment management services for various portfolios, including Fixed Income Portfolios, IRON Income & Growth Portfolio, IRON Incertus Portfolio, IRON High-Quality Equity Portfolio, IRON S&P 500 Equity Plus Strategy, and IRON Core Plus Portfolios. The firm's fee structure varies based on the type of portfolio, with maximum annual fees ranging from 0.35% to 0.59% of assets under management. The minimum initial investment required for accounts ranges from $5,000 to $300,000, depending on the portfolio. IRON Financial acts as a fiduciary, providing investment discretion to clients, allowing them to make decisions on security selection, amount, and timing without prior client approval. Their investment strategies include long-term purchases, short-term purchases, margin transactions, and option writing. The firm uses fundamental, technical, and quantitative analysis methods to formulate investment advice. IRON Financial does not charge performance-based fees and provides services to individuals, high net worth individuals, charitable organizations, and corporations. The firm's principals, including Aaron Bruce Izenstark and Richard Louis Lakin, have no reportable disciplinary history. Timothy Robert Ziemba, the Chief Compliance Officer, is a CFA charterholder and CFP professional. The firm does not have custody of client assets and does not vote proxies on behalf of clients. Clients receive regular account reviews and reports to monitor their investments.