iSectors Blog: Chuck Self


Podcast | iSectors® History

iSectors’ founder Vern Sumnicht and chief investment officer, Chuck Self discuss the history of iSectors and its 15 (and growing) ETF allocation models

ETFs are as revolutionary as the first no-load mutual funds!

By Vern Sumnicht, CEO, Founder iSectors, LLC Sumnicht & Associates, LLC was founded in 1988 and for 12 years, we used active asset management, that is, professional money managers and/or actively managed mutual funds. After...

iSectors 2Q 2017 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 2017 2nd quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his...

iSectors®, LLC 2nd Quarter 2017 Summary Commentary

Approved for Client Use   Summary Overview Standard & Poor’s 500 Index rose 3.09% during the quarter and was up 17.90% over the past twelve months. MSCI AC World ex US Index (international stocks)...

Choosing Investment Strategies That Will Repeat Positive Return Patterns In the Future

By Chuck Self In my previous post, Providing the Correct Pattern of Returns for Your Clients, we discussed how the financial turmoil and opportunities during the past seven years resulted in advisors’ clients abandoning their...

iSectors®, LLC 1st Quarter 2017 Summary Commentary

Summary Overview Standard & Poor’s 500 was up 6.07% during the quarter and up 17.17% over the past twelve months. MSCI AC World ex US (international stocks) outperformed US stocks in the quarter by...

The New Era of Investment Management Outsourcing

Investment Management Outsourcing is the focus of iSectors’ latest webcast. In this special presentation, Chuck Self, MBA, CFA, Chief Investment Officer of iSectors, LLC speaks with Laura Gregg, Director of Intermediary Client Development at Northern...

iSectors Quarterly Summary Replay – 4Q 2016

In this 15 minute webcast, iSectors’ chief investment officer, Chuck Self discussed the 4th quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his...

iSectors®, LLC 4th Quarter 2016 Summary Commentary

Summary Overview Standard & Poor’s 500 was up 3.82% during the quarter and up 11.96% in 2016. MSCI AC World ex US (international stocks) underperformed US stocks in the quarter by rising 1.30% and...

ETF Hits & Misses For 2016

Originally published on January 4, 2017 This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry for ETF.com. By Chuck...