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Phil Huber, CFP, CFA on Asset Allocation, The Future of Alternative Investments, & The Allocator’s Edge
There’s no shortage of macro risks that might prop up volatility in the months ahead. That’s why a portfolio that includes some protection from the possible downside ahead while offering upside participation could continue to work as this uncertain year unfolds.
April 11, 2023
Cover image for The Stay Invested Podcast featuring Phil Huber

Watch the Full Interview:

It’s no surprise that asset allocation remains a hot topic throughout financial circles. After all, how a portfolio is allocated (stocks, bonds, etc.) is estimated to determine as much as 90% of a portfolio’s variability.

Halo recently sat down with Phil Huber, CFP, CFA to discuss his new book, The Allocator’s Edge: A modern guide to alternative investments and the future of diversification. As the Chief Investment Officer of Savant Wealth Management, Phil has a front-row seat for what’s working, and what isn’t, in portfolio design.

Phil was recently named a RIA Intel, CIO of the Year, finalist.

Specifically, we discuss:

  • How asset allocation is coming back in style after a record bull market.
  • Risk-reward supply chain problems: Looking ahead, where is growth coming from? Steps financial advisors can take to get more creative in financial planning and portfolio design.   

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