iSectors® Selections: Recent Episodes
iSectors® LLC
The iSectors® Selections podcast covers the "Future of Investing." Our highly inclusive and in-depth discussions with iSectors CEO and founder Vern Sumnicht, chief investment officer, Chuck Self and other important guests cover iSectors® asset allocation models (available in separate and unified managed accounts for use in both taxable and non-taxable accounts, including 401(k) and other retirement plans).Depending upon an investor’s specific needs, an advisor can build a portfolio using one or more iSectors models that is tailored to the client’s specific investment objective. Through the use of ETFs, whenever possible, iSectors allocations provide daily liquidity and transparency with respect to account holdings. Disclosure: https://isectors.com/disclosure/.
iSectors, CEO/Founder, Vern Sumnicht and iSectors Chief Investment Officer, Chuck Self discuss the in and outs of the new iSectors Enhanced Allocation Series White Paper! This podcast breaks down the Enhanced Models and how to incorporate them into your clients’ portfolios.
Listen and Learn.
- iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.
iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss how Sumnicht & Associates works with their clients to set goals and manage expectations.
Listen and Learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure.
iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss the new iSectors Enhanced Allocation Models. This podcast gives a brief overview of the Enhanced Models and how to incorporate them into your clients’ portfolios.
Listen and Learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure.
Another lively discussion between iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self about why the difference between advisors with $50 million of assets under management and those with $500+ million is the time spent on investment management compared to client service and acquisition. If an advisor wishes to become elite, (s)he must choose to take one or more of the following actions:
- Hire an investment professional to manage the portfolio, research and back office operations.
- Significantly simplify the investment management portion of the firm’s processes.
- Outsource investment management to a qualified asset allocation specialist.
This podcast mentions charts that are posted with Chuck Self's article on this same topic on iSectors Magazine.
Listen and Learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure.
As we experience the last act of this equity bull market, advisors are looking for places to protect client funds with potential of earning returns. In this episode, iSectors, Chief Investment Officer, Chuck Self and CEO Vern Sumnicht discuss the importance of investing in income funds and the iSectors' all new Endowment Allocation.
Please view the charts discussed during this podcast here.
Listen and learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure.
A lively, candid discussion about the iSectors Post-MPT Growth Allocation as a liquid alternative. Chief Investment Officer, Chuck Self and iSectors CEO, Vern Sumnicht provide valuable information that you, as a financial advisor or individual investor, can truly absorb.
Until recently, only the very wealthiest individual investors have been able to access the alternative strategies that major institutions rely upon to help them reduce portfolio risks and meet investment targets. But now all that is changing, thanks to liquid alternatives and the Post-MPT Allocation.
Also be sure to list to our October 24th and 31st 2017 episodes, “iSectors® Post-MPT Allocations: The Improved Application of Modern Portfolio Theory Parts 1 and 2.”
Listen and learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure.
iSectors Chief Investment Officer, Chuck Self is back to talk about the ever-popular Equity trend following (or momentum strategies) and how it's faring in the current bull market as well as why statistics from these strategies have contributed to the recent concerns about the effectiveness of liquid alternative funds. Listen and learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure.
2017’s fabulous equity market performance has led to increased expectations for future returns by many advisors’ clients. As you know, broad market valuations are historically high and the flattening U.S. Treasury yield curve could be portending a slowdown in future economic growth.
In this episode, iSectors’ Chief Investment, Chief Compliance and Chief Operating Officer, Chuck Self, discusses about how financial advisors can continue to have thriving clients in the next down-market. Listen and learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure.
iSectors' founder Vern Sumnicht and chief investment officer, Chuck Self talk about how Vern developed iSectors and its 15 (and growing number of) ETF allocation models including its flagship Post-MPT Growth allocation. Listen and learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure
Part 2 continues with the discussion on iSectors Post-MPT Allocations and takes a deeper dive into the investment vehicles used by iSectors. iSectors’ Founder, Vern Sumnicht, CEO and Founder of iSectors, LLC headlines as "the man behind iSectors Post-MPT Allocations." Listen and learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. Disclosure
How Post-MPT Allocations has improved application of Modern Portfolio Theory came to be. iSectors’ Founder, Vern Sumnicht, CEO and Founder of iSectors, LLC headlines as "the man behind iSectors Post-MPT Allocations." Listen and learn.* Disclosure. iSectors® is a registered trademark of Sumnicht Holdings, LLC.