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PORTFOLIOS
Portfolio Choices for Every Need
With a wide range of model portfolios to choose from, we can serve all of your clients, from the most conservative to the most aggressive. We recognize the importance of fund categories, including mutual funds, ETFs and alternative investment funds.
 Download Base Investment Model Profile
Download Alternative Investment Model Profile
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As you move from left to right on the chart, increasing risk, there are model strategies that can offer higher return potential. However, as with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns. |
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METHODOLOGY
Structured, Not Static
Our portfolios are carefully structured and designed for long-term investing — with lower expense ratios than the industry average* — but they are not static. We use a top-down, bottom-up approach, considering both a macro view of the economy and the markets, as well as a careful analysis of investment fundamentals. In simple terms, this means that we do our homework, regularly assessing and reassessing our models and adjusting when necessary.
* Source: Kiplinger.com - Why Mutual Fund Expenses Matter - February 20, 2003. Comparison to funds utilized in all of Iron Point’s All Star portfolios as of April 15, 2009
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Our fundamental approach to investing is to be strategic, yet tactical - disciplined, yet nimble.
The underlying foundation of Iron Point’s investment philosophy is the construction of a globally diversified portfolio based on strategic asset allocation. Strategic asset allocation is a strategy that divides up a portfolio among major asset classes (equities, bonds, cash equivalents, and alternative investment vehicles) in proportions that are consistent with an investor's long-term financial goals and objectives, establishing a "base policy mix". This mix of assets is based on expected rates of return and risk for each asset class.
While we firmly believe in a long-term approach to investing, we do not subscribe to a “buy and hold” philosophy. Rather, we take steps to adjust the portfolios, recognizing that it is important to be proactive, without compromising the integrity of the underlying strategy of a given model. With our long-term framework in place, our focus is then three-fold:
- Identify both secular and cyclical macroeconomic trends that can be broken down into either global opportunities or risks, and that can be categorized by market cap, style, and/or sector;
- Adjust our tactical overlay weightings based on these trends; and
- Identify suitable managers and/or strategies that best fit both our strategic and tactical outlook.
Our tactical overlay essentially helps us determine which areas to under or over-weight from the long-term neutral strategy. We will recommend a deviation from the neutral allocation for those areas where we can either reduce the risk in the portfolio or potentially add a higher rate of return, given a certain level of risk. In stepping through this process, the Investment Committee focuses a great deal on top down (macro environment) as well as bottom up analysis. One of the tools we use for our bottom up analysis is our quantitative modeling utilizing our proprietary QESM Model (Quantitative Equity Scoring Model), where we identify companies, sectors and industries with growth potential, strong valuations and low long-term risk.
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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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