What methods and strategies does your money manager use for your portfolio? This is a question that most investors cannot answer. Most managers out there are using what I call a “static model based approach” which has been developed using principles of Modern Portfolio Theory (MPT) and Asset Allocation. Modern Portfolio Theory – MPT: tries…
Author: Wyatt
I often ask folks about their current and past money managers. Whether they are prospective clients or it comes up amongst acquaintances in general conversation; I consistently find that people do not really know much about their money managers or how they operate. These holds true among self-managers too. I will learn that someone is a self-manager…