iSectors Blog: Financial Markets and Investing Strategies


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...

Have You Reviewed Your ETF Strategist Recently?

iSectors® Post-MPT Growth Allocation Featured in Barron’s on August 2, 2014 In the article, the Barron’s columnist, Brendan Conway, discusses the growing use of ETF strategist models by advisors to meet their clients’ goals....

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...

How the structure of an ETF reduces management fees, commissions, and taxes

By:  Vern Sumnicht, MBP, CFP® Mutual Funds vs. ETFs Similar to mutual funds, exchange-traded funds (ETFs) are a diversified portfolio of individual securities (stocks and/or bonds). However, while ETFs are similar to mutual funds...

Sumnicht comments on SeekingAlpha.com post: “Madoff’s Revenge: The Rise Of Liquid Alternatives”

Vern Sumnicht Response to the recent article posted on SeekingAlpha.com. Madoff’s Revenge: The Rise Of Liquid Alternatives Jun. 13, 2014 1:51 PM ET | Includes: DLR, HCP, TYG Disclosure: The author is long DLR,...

More on the Modern Portfolio Theory

iSectors® CEO, Vern Sumnicht, recently commented on the May 27th article: The Modern Portfolio Theory Flat Earth Society by Vitaliy Katsenelson for GuruFocus. It’s easy to sound like an investment educator maligning Modern Portfolio Theory (MPT) and belittling Chartered Financial...