iSectors Blog: Chuck Self


Yes, Financial Advisors are a worthwhile expense for some 401(k) participants

iSectors’ Chief Investment Officer and Chief Operating Officer, Chuck Self agrees with Donna Rosato, with regard to her August 25th article for Time.com, that financial advisors are a worthwhile expense for 401(k) participants with significant balances....

Finding Appropriate Investment Strategies for Client Portfolios

By Chuck Self – CIO/COO, iSectors® LLC Financial advisors (FAs) utilizing outsourced investment management processes face a significant number of choices.  Recently, there were 675 exchange-traded fund (ETF) investment strategists in Morningstar’s database.  How does...

How financial advisors can provide the correct pattern of returns for their clients

By Chuck Self A financial advisor’s clients have a myriad of needs that he or she continually look to satisfy. For a financial advisor, it all boils down to providing an attractive pattern of returns throughout bull...

The iSectors Quarterly Summary – 2Q 2014

In case you missed it, or just want to listen in again, watch the replay of iSectors’ 2Q 2014 presentation summary here… iSectors’ CEO, Vern Sumnicht, commented:  ” … great results especially iSectors Post-MPT Growth Allocation...

How much do 401(k) participants really need to invest?

By Chuck Self It is sad to see how little 401(k) participants have in their accounts compared to what they need.  This article, The Average 401k Balance By Age (PersonalCapital.com), discusses the shortfall and...