Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. Guru Model Portfolios. ETF Model Portfolios.

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Good Financial Cents

AUGUST 12, 2023

EXPERT TIP: Consider starting small and gradually building your passive income portfolio. By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities.

Assets 290

Assets Clients Investing Investments 290

Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Is that the clients you’re aiming for?

Clients 154

Clients Investing Investments Management 154

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. What led you to decide I know I’m going to go out on my own?

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.

Banking 143

Banking Investing Investments Marketing 143