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Phil Huber, CFP, CFA on Asset Allocation, The Future of Alternative Investments, & The Allocator’s Edge

There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering upside participation could continue to work as this uncertain year unfolds.

April 11, 2023

Phil Huber, CFP, CFA on Asset Allocation, The Future of Alternative Investments, & The Allocator’s Edge

Watch the Full Interview:

It’s no surprise that asset allocation remains a hot topic throughout financial circles. After all, how a portfolio is allocated (stocks, bonds, etc.) is estimated to determine as much as 90% of a portfolio’s variability.

Halo recently sat down with Phil Huber, CFP, CFA to discuss his new book, The Allocator’s Edge: A modern guide to alternative investments and the future of diversification. As the Chief Investment Officer of Savant Wealth Management, Phil has a front-row seat for what’s working, and what isn’t, in portfolio design.

Phil was recently named a RIA Intel, CIO of the Year, finalist.

Specifically, we discuss:

  • How asset allocation is coming back in style after a record bull market.
  • Risk-reward supply chain problems: Looking ahead, where is growth coming from? Steps financial advisors can take to get more creative in financial planning and portfolio design.   

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  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
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The information is directed at informing persons falling within one or more of the following categories:

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  • A bank or insurance company
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  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

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  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

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  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

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  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

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  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
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