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aandm114 View Drop Down
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Joined: Mar/14/2011
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Points: 10 		Post Options Post Options   Thanks (0) Thanks(0)   Quote aandm114 Quote  Post ReplyReply Direct Link To This Post Topic: introduction
    Posted: Mar/18/2011 at 7:35pm
I just found out about this forum site and am anxious to learn more.  I worked for 5 years in the insurance business at one of the well-known life insurance firms.  I then went on to get my MBA and graduated last year.  I now work in private wealth management at a top tier investment bank.  I am enjoying the experience thus far, although I am determined to make a transition to a more independent advisory model in the next 12-24 months.  I just value the independence and really want to be viewed as objective by my clients.  I am working on level 3 of the CFA and hope to pass the exam in June.
 
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Ron 14 View Drop Down
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Joined: May/12/2010
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Points: 19390 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/18/2011 at 7:38pm
Welcome aandm.
 
Feel free to jump in and contribute. Your experience will be valued here and there is a ton to learn from other contributors.


Edited by Ron 14 - Mar/18/2011 at 7:39pm
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newregrep View Drop Down
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Joined: Dec/23/2010
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Points: 4572 		Post Options Post Options   Thanks (0) Thanks(0)   Quote newregrep Quote  Post ReplyReply Direct Link To This Post Posted: Mar/18/2011 at 7:40pm
Welcome to AH.  Glad to have you here.
Helado for Prez
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RIArules View Drop Down
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Trump Ball-Licker

Joined: Mar/15/2010
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Points: 49907 		Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Mar/18/2011 at 7:59pm
Originally posted by aandm114 aandm114 wrote:

I just found out about this forum site and am anxious to learn more.  I worked for 5 years in the insurance business at one of the well-known life insurance firms.  I then went on to get my MBA and graduated last year.  I now work in private wealth management at a top tier investment bank.  I am enjoying the experience thus far, although I am determined to make a transition to a more independent advisory model in the next 12-24 months.  I just value the independence and really want to be viewed as objective by my clients.  I am working on level 3 of the CFA and hope to pass the exam in June.
 
 
 
Talk to Moraen about level three.  That's the best advice I can give you.
“We are all Antifa” - Hacksaw 9/12/2025
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opyguy35 View Drop Down
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Joined: Mar/18/2011
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Points: 13 		Post Options Post Options   Thanks (0) Thanks(0)   Quote opyguy35 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/18/2011 at 9:00pm
Hi,
10 years in, wirehouse, 75 million doing 400-450. Nedd to do more hoping i can pick up some info.
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Sportsfreak View Drop Down
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Wise Old Perv and CTO of AH

Joined: Mar/09/2010
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Points: 25709 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Mar/18/2011 at 9:05pm
Welcome Opy you will get a lot out of this forum. Look forward to your contributions as well.
If you eat an entire cake without cutting it, then technically, you only had one piece
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Indyone View Drop Down
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Joined: Mar/10/2010
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Points: 3667 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Indyone Quote  Post ReplyReply Direct Link To This Post Posted: Mar/18/2011 at 11:31pm
Welcome to both of you...
"Independence is like the Berlin Wall. People are only jumping in one direction." - Philip Palaveev - November 2005. "You are never free...unless you are independent..." - Indyone - May 2005.
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bluetoon View Drop Down
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Points: 1511 		Post Options Post Options   Thanks (0) Thanks(0)   Quote bluetoon Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 12:19am
What are your thoughts on Asset Allocation? Seriously, we need to know before you can see the rest of the goods.

Edited by bluetoon - Mar/19/2011 at 12:20am
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 7:01am
Originally posted by bluetoon bluetoon wrote:

What are your thoughts on Asset Allocation? Seriously, we need to know before you can see the rest of the goods.


LOL

bluetoon - glad to see you enjoying yourself here.


Edited by Moraen - Mar/19/2011 at 7:01am
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opyguy35 View Drop Down
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Points: 13 		Post Options Post Options   Thanks (0) Thanks(0)   Quote opyguy35 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 7:42am
Bluetoon, u talkin to me? Big proponent of assett allocation w/an alpha kicker. ie, io generally run 80% of a portfolio @ a specific allocation and use the other 20%to trade sectors (ie etf's or single equities). Biggest problem i have had w/cookie cutter allocation models is that you tend to not contact your client nearly as much, by running 20% as an alpha strategy I find I contact clients much more frequently. When can I open the investment section?
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 7:49am
Eight more posts I believe.
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Sportsfreak View Drop Down
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Wise Old Perv and CTO of AH

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Points: 25709 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 7:53am
Originally posted by opyguy35 opyguy35 wrote:

Bluetoon, u talkin to me? Big proponent of assett allocation w/an alpha kicker. ie, io generally run 80% of a portfolio @ a specific allocation and use the other 20%to trade sectors (ie etf's or single equities). Biggest problem i have had w/cookie cutter allocation models is that you tend to not contact your client nearly as much, by running 20% as an alpha strategy I find I contact clients much more frequently. When can I open the investment section?


You do what i do. Except my allocation piece is 65%
How many positions do you hold in the 20%
If you eat an entire cake without cutting it, then technically, you only had one piece
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SometimesNowhere View Drop Down
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Originally posted by Moraen Moraen wrote:

Eight more posts I believe.


LOL

And so it begins.
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Ron 14 View Drop Down
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Points: 19390 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 10:01am
Originally posted by bluetoon bluetoon wrote:

What are your thoughts on Asset Allocation? Seriously, we need to know before you can see the rest of the goods.
 
LOLClap
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opyguy35 View Drop Down
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Points: 13 		Post Options Post Options   Thanks (0) Thanks(0)   Quote opyguy35 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 10:37am
depends on size of account< i might have 3 etf's (tech, oil, bank, r/e etc) and then a stock or two.
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Sportsfreak View Drop Down
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Wise Old Perv and CTO of AH

Joined: Mar/09/2010
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Points: 25709 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 11:14am
opy whats your process for decision making on those?
If you eat an entire cake without cutting it, then technically, you only had one piece
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opyguy35 View Drop Down
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Points: 13 		Post Options Post Options   Thanks (0) Thanks(0)   Quote opyguy35 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 11:28am
gut feeling
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opyguy35 View Drop Down
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also use our firms research for sectors that we think will out-perform.
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aandm114 View Drop Down
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Joined: Mar/14/2011
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Points: 10 		Post Options Post Options   Thanks (0) Thanks(0)   Quote aandm114 Quote  Post ReplyReply Direct Link To This Post Posted: Mar/19/2011 at 12:29pm
I am also a big believer in asset allocation.  I follow a similar strategy to alter the asset allocation based mainly on tactical recommendations that are made by our internal strategy team.  I think that asset allocation is most effective when it is altered on a periodic basis to reflect current market developments.
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dcoates View Drop Down
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Joined: Mar/22/2011
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Points: 3 		Post Options Post Options   Thanks (0) Thanks(0)   Quote dcoates Quote  Post ReplyReply Direct Link To This Post Posted: Mar/22/2011 at 10:51am
Financial advisor.
Retail side of the business for the last 7 years.
Wholesaler for 7 years prior to retail.
Affiliated with Woodbury Financial in the great state of Texas.
Looking forward to learning more from the great minds associated with this forum.


Edited by Indyone - Mar/22/2011 at 12:49pm
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