Description of Firm
Iron Street Research, ISR, was founded in 2001 by Jack M. Schwartz after seeing the need to have his own RIA firm. Jack Schwartz began serving in the financial services industry in 1979 and in 1981 achieved a position as a financial consultant for a major New York firm. In 1993, Jack moved on to becoming an independent broker with the largest independent brokerage firm in the United States. The independent economic research and development that has resulted in the creation of the computer-based Iron Street Research models started evolving in 1983 while serving as a financial consultant and continues with his research and development to date. Iron Street Research is currently working through JMS Financial Services for portfolio management. Iron Street Research also offer a subscription based service though a subsidiary, TacticalTradingSignal.com. TacticalTradingSignal.com offers subscriber a variety of investment strategies that a do-it-yourself investor can implement. Investment Philosophy
Iron Street Research uses an active approach to investment management with the focus on preservation of assets. ISR uses a proprietary technical model that looks at the individual markets as well as individual securities. This proprietary trading model is based on price and volume action. The model has been developed with over 30 years of market data, and has been developed to change with the changing market conditions. ISR trading model consist of various technical indicators that we evaluate on a daily basis and then decide if a change in market position is needed. The ability to evaluate our model and add our years of investing experience gives us a trading model that is designed to evolve with the changing markets and is not a 100% mechanical system.
(Iron Street Research, Inc. has a minimum investment requirement of $25,000 if you would like us to manage your invesment portfolio)
If you would like to see which investment strategy would best fit your investment profile, please download the questionnaire below to fill out. After you have found your individual Total Points, then you can click on the corresponding link below that will inform you of the investment strategy that best fits your Client Profile.
Click here to Download a Client Profile Questionnaire
(After you fill out the Client Profile Questionair and have your points totaled,
you may click on the choice below that matches your point total to find out which strategies best fit your Client Pofile.)
9-13 Points (Low Risk)
This objective is most suitable for the needs of more conservative investors who
place a greater emphasis on current income with growth of principal as a secondary objective.
14-22 Points (Moderate Risk)
This objective is most suitable for the needs of clients desiring
moderate growth of capital.
23-31 Points (Moderate-to-High Risk)
This objective is most suitable for the needs of assertive growth
investors who are willing to accept greater risk in search of bigger returns.
32-35 Points (High Risk)
This objective is for aggressive growth investors with a 3-5 year
time horizon and little sensitivity to tax considerations. Aggressive
growth accepts larger interim loses in the pursuit of growth returns.
Here is a copy of our Disclosure Brochure for you to review
* SEC Registered Investment Advisor offering certain brokerage products and services through NEXT Financial Group, Inc. Member FINRA/SIPC. Neither Iron Street Research, Inc. nor tacticaltradingsignal.com is an affiliate of NEXT Financial Group, Inc