Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.
Wes Gray, P.h.D. of Alpha Architect comes on to share his thoughts on portfolio construction and the application of value and momentum in security selection.
Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview, he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.
Today many advisors are faced with a decision about their business. Do you transition into a Virtual Advisor or try and wait out this crisis in hopes that things will return to the way they used to be. Brad Johnson is the host of the popular The Elite Advisor Blueprint® podcast and VP of Advisor Development at Excel Advisors. At the beginning of the crisis, Brad built a private Facebook group simply to help advisors who wanted to make the transition to virtual an easier proposition. He has brought in best-in-class presenters to teach group members about what it takes to make it as a virtual advisor.
On this episode, Jay Hummel of the Wealth Advisor Growth Network comes on to share his thoughts on taking action during this crisis. He also shares how his firm was able to execute a very successful transition during this pandemic with Elk River Wealth Management.