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Read about the Investment Committee's thoughts and opinions on Iron Point Capital Management's current Asset Allocations as it relates to the economy and the markets.
 To the Point: December 2011
In-depth information about the economy.
Impassionate Sacrifice and Change in a Polarized World (December 2011)
Financial-planning-related topics with the client in mind.
What is a Flexible Spending Account?
Monthly and Quarterly Market and Economic Commentaries for our advisors and clients are written by Iron Point's investment team. Commentaries are attached to our clients' Quarterly Performance Statements.
4th Quarter 2011 Commentary & Market Outlook
An overview of the Iron Point approach to investment management.
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A monthly Performance report on Iron Point's various programs and models.
Please refer to the report for specifics details on how returns are calculated. Portfolio models are built using various combinations of investments from an underlying universe of investment options. Each model’s composition and allocation is typically different based on each individual model’s selection criteria. This typically yields different results even for similar models. Model composition is subject to change; please contact your advisor or Iron Point for current composition and allocation of specific models.
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All-Star Funds Portfolio – The goal is to use what the Investment Committee determines as the "best of class" funds in particular asset classes without the limitation of using funds from just one fund family. Available funds are analyzed to determine the most appropriate selection for each asset class.
Index Plus Portfolio - Asset allocations in this program primarily use Exchange Traded Funds ("ETFs"). In the case where an appropriate ETF is not available for a particular asset class, Iron Point may utilize a no-load/load-waived mutual fund or exchange traded note in its place. The program offers the individual investor the flexibility of investing in a strategically allocated portfolio of ETFs, which are attractive because they provide liquid, low cost, tax-efficient exposure to a wide range of asset classes. The ETF program is suitable for: high net worth individuals interested in minimizing tax liabilities; clients with "money in motion", new money or large lump sums; clients wanting broad sector diversification without purchasing individual equities; individuals with a long-term time horizon.
Index Plus Portfolio, Tax Managed - Asset allocations in this program primarily use Exchange Traded Funds ("ETFs"). In the case where an appropriate ETF is not available for a particular asset class, Iron Point may utilize a no-load/load-waived mutual fund or exchange traded note in its place. The program offers the individual investor the flexibility of investing in a strategically allocated portfolio of ETFs, which are attractive because they provide liquid, low cost, tax-efficient exposure to a wide range of asset classes. Tax managed strategies are available for clients with non-qualified accounts. The ETF program is suitable for: high net worth individuals interested in minimizing tax liabilities; clients with "money in motion", new money or large lump sums; clients wanting broad s ector diversification without purchasing individual equities; individuals with a long-term time horizon.
Tactical Alternative - The portfolios in this strategy are designed for the investor seeking broad diversification across different asset classes with an emphasis on low correlating investments. The portfolio is constructed with the objective of achieving a positive rate of return over time that doesn’t move in tandem with broad market movements. Thus, in sideways or down trending markets the strategies have the potential to outperform the overall market. To achieve this goal, alternative investments are used for a large portion of the allocation. Alternative investments include such areas as market neutral funds, global macro funds, real estate based instruments, commodities related instruments, and managed future funds. Index funds will also be utilized for a portion of the portfolio in areas of the equity or bond markets, and will be complemented by a more active tactical component that can adjust to the current market environment. There are three models to choose from, depending on the risk and return requirements of the client. We have created a guide to help advisors and clients understand Alternative Investments and how they may be a fit in a client’s overall portfolio.
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Products and services described on this website are intended for United States residents only. Information on this site should not be considered a solicitation to buy or an offer to sell a security to any person.
Iron Point Capital Management (Iron Point) is the marketing name for investment management services provided by Brecek &Young Advisors, Inc., an SEC Registered Investment Advisory Firm. Brecek & Young Advisors, Inc. is an affiliated entity of Securities America Financial Corporation (SAFC).
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