National Radio Interview – Michael Boggio / Chief Investment Strategist

DISCLOSURESSources: Black Diamond, Newfound Research

Performance information represents past performance and does not guarantee future results. Investing involves risk. It is not possible to invest directly in an index. All returns for the Risk Managed Core Diversifier Index are hypothetical and are not based on actual client returns. Prior to 6/16/2013, the index is backtested. Live dollars were first invested in the strategy tracking the index on 8/26/2013. Risk Managed Core Diversifier Composite performance represents live dollars invested in the strategy net of fees. Performance results assume reinvestment of distributions.
 
NATIONAL RADIO INTERVIEW – CLEAR CHANNEL – YORBA MEDIA (LIVE)
Listen to the radio interview (6/20/2014)
Chief Investment Strategist
IronGate Investment Management
PERFORMANCE & YIELD – PORTFOLIO HOLDINGS – YEAR TO DATE
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RISK MANAGED CORE DIVERSIFIER (RMCD)
To meet investor demand for managed volatility solutions, IronGate has partnered with industry pioneer Newfound Research to offer ETF portfolio strategies. Our Managed Volatility solutions seek to help investors participate in up markets and protect in down markets. The rules-based process diversifies around non-core assets that have historically enhanced returns, but adds a second line of defense behind diversification, as it can tactically raise 100% cash to defend against drawdown.

 

Newfound has been powering client solutions since 2008. In the last five years, Newfound’s models have been used to drive investment decisions for billions of dollars in assets.

RMCD is available as a separately managed account (SMA), and accessible to clients through their financial advisors, institutions, pensions, endowments, and family offices. For firms looking to out-source the portfolio management function, the SMA is currently available at Fidelity Investments.The RMCD index is also available for license to firms looking to in-source the portfolio management function on behalf of their direct clients.  For more information please contact IronGate at (910) 791-1437 or www.ManagedVolatility.com.

10-Year RMCD Index Performance

IronGate Investment Management 

 2601 IronGate Drive, Suite 201, Wilmington, NC 28412

   ph 910.791.1437   fx 910.796.1959

IronGate Investment Management, LLC is a Registered Investment Advisor.

 

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