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Why Most Advisors Have Portfolio Construction Backwards and How to Fix it

Why Most Advisors Have Portfolio Construction Backwards and How to Fix it

by ReSolve Asset Management | Dec 6, 2023

In the News Why Most Advisors Have Portfolio Construction Backwards and How to Fix it Investors are often told that 60% stocks/40% bonds is a good mix for a balanced portfolio, but Mike Philbrick, President of ReSolve Asset Management isn’t buying...
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In order to use this site, you must accept the terms of use (the “Terms”) of this web site. Click to view the Terms and please review them carefully.

By selecting the “I ACCEPT AND ACKNOWLEDGE” button below or by otherwise accessing this site, the investor or representative of an entity investor acknowledges that he or she has read and accepted these Terms either on their own behalf or on behalf of an entity, as applicable.

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  • An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year or an individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year.
  • An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer.
  • Financial institutions, Governments and governmental agencies, Insurance companies, Pension funds, Registered charities, Certain mutual funds, or Companies with net assets of at least $5,000,000
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