IRON Financial

Firm Profile

FIRM PROFILE
IRON Financial, LLC is an independent asset management firm. Founded in 1994, IRON Financial has successfully managed a series of liquid alternative and enhanced return strategies for financial intermediaries, and has provided fiduciary and retirement solutions to a wide range of defined contribution plans and investment intermediaries. We manage investment portfolios across both core and alternative asset classes, and deliver comprehensive solutions to the qualified retirement plan marketplace.
For more information about IRON Financial, visit www.ironfinancial.com.

KEY CONTACTS
Richard Friedman, (847) 715-3204, rpf@ironfinancial.com
Steven Weil, (847) 715-3206, sweil@ironfinancial.com
Deana Demir, (847) 715-3228, deana.demir@ironfinancial.com
WEBSITE ironfinancial.com

PRIMARY MARKET(S) SERVED
Micro – (< $1 million)
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million)

OPTIONS AVAILABLE
• Retirement sales desk representatives
• Business development consultants
• 3rd party investment analysis tool
• Participant advice/participant services
• Allows fiduciary declaration 3(21)/3(38)
• Custom risk based/target date models
• Plan design consulting
• Plan sponsor fiduciary training

3rd Party Clearing BD: N/A