iSectors® Post-MPT Growth Allocation: Messaging Notes, 4th Quarter 2018

By , on October 11, 2018

1. The Post-MPT model continues to be conservatively positioned. The largest allocation increase was in technology. Read More

Case for iSectors Post-MPT Growth Allocation as a Liquid Alternative

By , on April 9, 2018

Chief investment officer, Chuck Self and our CEO, Vern Sumnicht, discuss how advisors can now reduce portfolio risks and… Read More

Update: Post-MPT Growth Allocation 10 year data results through July 2015

By , on August 19, 2015

Among the many ways to graphically review performance and risk numbers, presenting this information in triangle forms can give unique perspectives.  In November of last… Read More

Does Modern Portfolio Theory Still Work?

In 2013, Financial Planning published an article by iSectors® CEO, Vern Sumnicht, titled “Does Modern Portfolio Theory Still Work?” The core… Read More