Dynamic Asset Allocation Strategist
Location: NYC, New York, NY, United States

Provides dynamic asset allocation investment solutions for plan sponsors, investment advisors, and individual investors.

ALL CONTRIBUTIONS

Some Important Stats On The Un-correlated History Of U.S. GDP And Stock Prices…
Take a look at this Crestmont Research chart that illustrates some surprising historical truth about the US economy and stock prices.
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The Secular Advisor – November 10, 2015
The civilian unemployment rate has fallen to 5.0% ("consistent with full employment") despite 94.5 million being out of the "labor force."
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The Secular Advisor – October 26, 2015
The FED’s GDPNow model forecast for real Q3 GDP growth (seasonally adjusted annual rate) was 0.9% on October 20, unchanged from October 14.
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Using Vanguard To Manage Your Own Fundamental US Stocks Approach
The following paragraphs detail the seven steps involved to run a fundamental approach to investing in US stocks.
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The Secular Advisor – October 19, 2015
The FED’s GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the third quarter of ’15 was 0.9% as of Oct. 14 (down from 1.0% on October 9).
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Are Earnings Trends Telegraphing The Start Of A Global Recession?
The last time we had similar global earnings trends was at the beginning of the ’01 recession and the Great Recession.
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STOCKS I FOLLOW

HSGFX Hussman Strategic Growth Fund

TWEETS

PERSONAL BLOG

Latest Posts
Stocks, Bonds, Cash - Mid-Term Return Expectations
Stocks are pushing the boundaries of valuation but still remain more attractive on a relative basis.

Work Experience

Registered Fiduciary
TGAM
April 2010 - Present (9 years 7 months)
How do I add value?

Optimal asset allocation decision making today requires an active approach driven by the secular and cyclical nature of stock and bond investing and one that places the investor's greatest fear, principal investment loss, at the center of the approach.

I provide custom asset allocation and investment oversight solutions designed for growing assets through protection.

The solutions utilize fundamentals and technical factors and are driven at the major asset class, country and sector levels.

Implementation is executed through active investment management, indexation, and/or fundamental indexation.
Co-Portfolio Manager, Director - Asset Allocation
AXA US
January 1999 - March 2010 (11 years 4 months)
Architect and co-portfolio manager to four equity ETF portfolios and six fund of fund strategic asset allocation portfolios with assets under management of $30B+.

Lead manager for the creation, production, and management of asset allocation and portfolio manager research services across all individual investor products and institutional 401k plans.
AVP - Investment Management
JPMorgan Chase
1997 - 1998 (1 year 9 months)
Served on a dynamic asset allocation team supporting asset allocation services across the bank broker dealer and private bank platforms.
Research Associate
Prudential Financial
1996 - 1997 (1 year 9 months)
Developed a strategic asset allocation platform for a trust services unit. Delivered and supported investment oversight and mutual fund research to a broker-dealer channel.
Investment Executive
PaineWebber
1995 - 1996 (1 year 9 months)
Individual Consultant
TIAA-CREF
1990 - 1995 (5 years 9 months)

Education

Hobart and William Smith Colleges
Bachelor's Degree
1985 / 1989
Cultural Anthropology<br/>

Publications

Building a Balanced Portfolio
Terry Grennon
The Motley Fool
12/31/2013
The Asset Allocation Pragmatist
Terry Grennon
The Motley Fool
11/27/2013