The Allocator’s Edge: Creating the Advisor’s Portfolio for the Future

March 02, 2022

The pursuit of diversification for the average financial advisor is not as straightforward as it once was. From private capital to collectibles, the barriers to access alternative asset classes are lower than ever, thanks to regulatory changes and product innovation. In this webcast, Phil Huber, CFA, CFP®, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, discussed Phil’s background, his approach to asset allocation and portfolio construction for his clients, and his new book, The Allocator’s Edge