IRRIS: Our First Trimester & Exciting Plans Ahead!

Oct 30

3 min read

0

12

0

Hello, IRRIS Community!

It’s hard to believe we’re nearing the end of our first trimester as a standalone investment firm. What a ride it’s been over the last 12 months to arrive here! With over 20 years of delivering financial expertise from our founder, Ryan Gillespie, IRRIS has launched with a bang, delivering results that make us proud and keep our clients smiling. From our personalised strategies to our growing client base, we’re excited to share an update on our journey, our plans, and how you can help us grow.

A Strong Start with Real Results

At IRRIS, we’re all about Real Return Investment Strategies—hence the name! Unlike traditional market benchmarks, we focus on meeting your real-world needs. Our two ‘Focus’ strategies - Cash Flow Focus & Growth Focus - are designed to reduce downside risk to your capital while aiming for peer-leading, risk-adjusted returns, all with less volatility than their comparative market benchmarks. Our unique Tactical Opportunities strategy acts as a satellite allocation to either of the core Focus strategies and there for a real performance boost for those who seek it.

Here’s a quick look at what we offer:

Cash Flow Focus: Designed for retirees, this moderately conservative strategy targets regular cash flow with a return target of RBA Cash Rate +2%. It’s our flagship strategy, managing the largest allocation of client capital.

Cash Flow Focus: July–October; Steady returns with a moderately conservative allocation built for cash flow and capital longevity. — **Cash Flow Focus:** July–October; Steady returns with a moderately conservative allocation built for cash flow and capital longevity.

Growth Focus: Aimed at long-term growth, this strategy seeks a total return objective of RBA Cash Rate +3%, and looks to take advantage of volatility.

Growth Focus: July–October; Growth-driven performance designed to respond to market shifts and create value from volatility. — **Growth Focus:** July–October; Growth-driven performance designed to respond to market shifts and create value from volatility.

Tactical Opportunities: For those seeking something unique , this aggressive strategy, as the name suggests, is ‘tactical’ in its allocation to ‘opportunities’ that present. Aims to greatly exceed it’s performance fee hurdle of RBA Cash Rate +4%.

Tactical Opportunities: July–October; Strong performance from a high-conviction strategy built to seize opportunities. — **Tactical Opportunities:** July–October; Strong performance from a high-conviction strategy built to seize opportunities.

5050: Some of our clients have utilised a 50/50 blend of Cash Flow Focus and Growth Focus, combining short-term cash flow needs with a long-term growth boost.

5050: July–October — **5050:** July–October

Every client’s portfolio is tailored, reflecting individual cash flow needs, timeframes, and preferences. But the results? They’re consistently impressive. Take a look at the performance of our Cash Flow Focus strategy over five years. Thanks to active manager selection, diversified strategies, and dynamic asset allocation, we’ve prioritised downside protection while delivering solid returns.

Cash Flow Focus: Five-year performance; consistent returns with strong downside protection — **Cash Flow Focus:** Five-year performance; consistent returns with strong downside protection

Growing Fast, But Room for a Few More

The response to IRRIS has been incredible—client demand has outstripped our capacity each month since we started! With Christmas just 7 weeks away, we have only 2 Personal Service spots remain for 2025. Our Personal Service is highly tailored, which makes it labour-intensive, so we carefully limit intake to ensure we maintain our high service standards. Once those spots are filled, we’ll start scheduling for 2026.

In these early days we’re juggling the demands of scaling up by onboarding new clients, and delivering exceptional service to you, our existing clients. With limited time and budget for marketing, we’re relying on word-of-mouth to spread the word. That’s where you come in! If you know someone who could benefit from our unique approach to investing, we’d love an introduction. Your referrals mean the world to us as we grow.

For those with moderate balances, our Portfolio Service offers an economical way to access our strategies without the intensive onboarding process, so it’s open to all. And stay tuned—we’re soon launching our new Wholesale Strategy tailored for balances with a few extra 0’s. This strategy will recognise the requirements of larger balances, which often affords a higher return target, the acceptance of broader risk considerations, and the key differentiator of this strategy - direct access to high quality investment strategies that are not open to the general public.