Disruptive Investing

Making money today is not easy, and managing money successfully is even harder. With the global financial and economic crisis in full swing chief investment officers of mutal fund families, mutual fund managers, and their analysts must navigate an incredibly stormy sea. It is global and it is pervasive and is affecting every asset class. New regulations, reporting requirements, ethics, moral hazard and other non-core activities weigh on the ultimate time and focus available for optimizing mutual fund portfolios. Everyone is concerned with risk, volatility, diversification and the performance of their money relative to other potential investment choices. Mutual fund managers must retain existing clients, attract new clients, and avoid the "run-on" issues of mass redemptions that severely cripple the NAV of their fund(s). How to rebalance? What equities to buy? Which ones to sell? When? Which add to returns while also reducing risk? These questions and other problems can be ame...

Harry Markowitz is the 1990 Nobel Laureat in Economics & creator of the 1950's era portfolio theory on the Efficient Frontier. Harry invented modern portfolio theory. In these uncertain of economic and financial times, you must use every possible advantage to saving your 401K, IRA, Mutual Funds and Investment portfolios. We believe a combination of Efficient Frontier and diversification analysis, coupled with risk mitigation strategies and an eye on the psychology of the market and economic conditions, can lead to improved investment performance.