Savant Wealth Management
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The Allocator’s Edge

February 23 @ 1:00 pm 2:00 pm CST

Join Savant’s Chief Investment Officer, Phil Huber CFP®, CFA®, for an in-depth discussion of his new book The Allocator’s Edge.

We believe the book’s topic – alternative investments and their role in a diversified portfolio – will be of increasing importance in years ahead amid low interest rates and elevated stock market valuations. While traditional portfolio building blocks like stocks and bonds will still be necessary, they may be insufficient in meeting investors’ objectives in the future. The silver lining is that we are now entering a golden age of alternatives – one of greater access, more transparency, and lower costs.

This moderated discussion will cover:   

  • The headwinds facing traditional “60/40” portfolios
  • Why ‘alternatives’ is such a loaded word
  • How best practices in asset allocation have evolved throughout history
  • The past, present, and future of alternative investments
  • How to put it all together and, more importantly, how to stick with it for the long run

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About Phil Huber

Phil is the Chief Investment Officer for Savant Wealth Management and is the author of The Allocator’s Edge, a modern guide to alternative investments and the future of diversification. As both a wealth management practitioner and an investment industry thought leader, Phil is uniquely qualified in helping investors design, implement and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives. Phil and his blog have been featured by a number of media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV.

About The Allocator’s Edge

Alternative asset classes including private equity, hedge funds, catastrophe reinsurance, real assets, non-traditional credit, alternative risk premia, digital assets, collectibles, and other novel assets are now available to investors and their advisors in a way that they never have been before. The Allocator’s Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors the confidence and courage needed to effectively understand, implement, and translate alternatives. Alternative investments are the allocator’s edge for the portfolios of tomorrow ― and this is the essential guide for advisors and investors looking to seize the opportunity.

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