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.
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