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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: July 2010
In-depth information about the economy.
Global Economic and Market Update (August 2010)
Buy and (not always) Hold (July 2010)
Alternative Investments in Portfolio Design (June 2010)
Global Economic and Market Update (May 2010)
Consumers and Economic Recovery (April 2010)
Earnings and Revenue Growth Moving Forward (April 2010)
Recovery in the Housing Markets - Part II (March 2010)
Recovery in the Housing Markets - Part I (March 2010)
Investing in Inflationary Times – Part II (November 2009)
Investing in Inflationary Times – Part I (November 2009)
Productivity and Corporate Profits (November 2009)
Financial-planning-related topics with the client in mind.
Choosing a Legitimate Charity
Teaching Children abount Money
Income Distribution in Retirement
An Ethical Will Breathes Life into Your Estate Plan
Building Social Capital in Your Community
Rev Up Your Retirement Savings
Share Your Life Story
Are Your Personal Affairs in Order?
Squeezed in the Middle
Get Your New Grad Thinking About Financial Matters
Budget-Friendly Summer Vacations
Monthly and Quarterly Market and Economic Commentaries for our advisors and clients are written by Iron Point's investment team. Commentarie are attached to our clients' Quarterly Performance Statements.
July 2010 Update
2nd Quarter 2010
May 2010 Update
"Eyes Of The World Are Upon Europe" 5/25/2010
April 2010 Update
1st Quarter 2010
February 2010 Update
January 2010 Update
4th Quarter 2009
November 2009 Update
Iron Point Brochure
An overview of the Iron Point approach to investment management.
Download Brochure
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.
Download Performance Report
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.
All Star - Q3 - 2010
Core/Satellite Portfolio – This strategy combines index Exchange Traded Funds ("ETFs") or index mutual funds with actively managed mutual funds. This program combines the efficiency and low costs of index exchange traded funds with the benefits of having actively managed funds in certain asset classes where (a) there isn’t an appropriate index available or (b) we believe the use of an active manager can provide either a risk or return benefit.
Core Satellite - Q2 - 2010
Core/Satellite Portfolio, Tax Advantaged – This strategy combines index Exchange Traded Funds ("ETFs") or index mutual funds with actively managed mutual funds. Tax efficiency is achieved by utilizing tax efficient ETFs or index mutual funds along with municipal bond funds where appropriate. This program combines the efficiency and low costs of index exchange traded funds with the benefits of having actively managed funds in certain asset classes where (a) there isn’t an appropriate index available or (b) we believe the use of an active manager can provide either a risk or return benefit.
Core Satellite, Tax Advantaged - Q2 - 2010
ETF 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.
ETF - Q2 - 2010
ETF 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.
ETF, Tax Managed - Q2 - 2010
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:
Tactical Alternative - Q2 - 2010
A guide to help advisors and clients understand Alternative Investments and how the may be a fit in a client’s overall portfolio.
Download FAQ
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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