Services

Iron Street Research (ISR) is a professional money managing company offering the talents of a team of expert portfolio managers.  We work with your financial representative to provide wealth-building risk management assistance and help our clients manage mutual funds and variable annuities to enhance growth of assets.  At ISR, we make a diverse range of services available in order to accommodate the various needs of individual investors.  Because we have the capability of easily merging our services with your current investments, it is not necessary to sell investment vehicles in order to minimize risks or maximize returns.

We work with financial advisors to supply our clients with the best professional money management services available.

Working With Your Financial Consultant

ISR is not a substitute for your personal financial advisors.  You should continue to meet with them at least once a year to determine and reevaluate your financial goals.  Your consultants provide you with financial information and advice, helping you choose investments and manage your portfolio, as well as assisting in tax and estate preparation. 

ISR, instead, strives to help you make sound choices and steer clear of decisions that could harm your portfolio.  We realize that successful investing is the result of carefully maintained control and a well-thought-out strategy.  We have the skill and experience to provide risk management services that will produce wealth-building results. 

We base our investment approach on four main fundamentals.  We use an individualized client profile to look at your goals, time frame, and level of risk tolerance.  We then evaluate this profile to design a customized investment policy.  This results in an investment plan adapted to your specific requirements. 

Using the basic principles of asset allocation, ISR’s portfolio managers will work with you to enhance returns and reduce risks within your portfolio.  Communication is key, and we encourage you to maintain a close relationship with your manager. 

ISR uses the Modern Portfolio Theorem and established principles of aggressive asset allocation to increase returns and minimize risks by investing in mutual funds and variable annuities from different asset classes.

We extensively research and analyze the various families of asset classes to determine which are demonstrating the most strength and momentum over a period of time, and base your portfolio’s asset allocation on this.  Because the market is constantly changing, we examine asset classes for long-term positive trends.  By practicing dynamic asset allocation and analyzing market trends, ISR can determine when and where to invest your money. 

Monitoring Risk

An important component to look for when making investment decisions is risk-management capabilities.  Iron Street Research endeavors to lessen investors’ risks through detailed analyses of mutual funds and annuities, combined with a broad overview of the market and economy.  Our employees actively track model indicators to determine trends; when the majority of trend lines are positive, we can be confident in our recommendations to our clients regarding the market and economy as a whole. 

Sometimes there will be too much risk to keep your entire portfolio in the market.  Based on the current level of risk, it may be wise to convert a percentage of your portfolio to cash. 

Analyzing Trends

ISR will examine each fund within your portfolio on a daily basis, analyzing and ranking them according to their strength.  Using this data, we can determine which funds have the most strength and, if needed, adjust your portfolio accordingly. 

The Investment Committee is one vital component of ISR’s investment approach.  The members of the investment committee are devoted to ISR’s undertaking and strive to help each client reach their goals.  We have carefully chosen a highly-skilled group of investment committee members to meet weekly and explore market trends and indicators.  They also participate in meetings and conference calls with local and international financial experts in order to better understand both domestic and global markets.

Types of Strategy Options Available

ISR offers a wide variety if investment strategies. Our strategies are designed to adjust as the markets adjust, and will be allocated into the sectors and areas of the market that are performing at the current time. Our strategies are actively managed, and range from daily to quarterly adjustments.

ISR offer strategies that take advantage of the rising and falling trends in the overall markets. ISR also offers an International and Sector Rotation Strategies that are designed to keep investor invested in the top international and sector markets.

ISR also offers a pure stock portfolio that that will be actively managed and adjusted into the top performing stock with an underlying index.

**All our strategies are based upon years of research and our proprietary technical models**

This site is © Copyright  2010, All Rights Reserved

SEC Registered Investment Advisor offering certain securities through NEXT Financial Group, Inc. Member FINRA/SIPC

Investment products available only to residents of: AR, AZ, CA, CO, IN, KS, KY, MD, MI, MN, MO, NE, NY, OH, OK,  PA, TX, UT, VA, WI, and WY

Iron Street Research, Inc. is not an affiliate of NEXT Financial Group, Inc.