| Developer | |
| Self-Employed | |
| September 2022 - Present (7 months) | |
| I developed 2 algorithms for a value and momentum asset allocation strategies. |
| Asset Allocation Strategist | |
| Self-Employed | |
| March 2021 - August 2022 (1 year 6 months) | |
|
I developed investment systems and asset allocation applications for fiduciary plan sponsors, investment advisors, and investment companies. |
| Principal Consultant | |
| Fiduciary Focus, LLC | |
| January 2018 - March 2021 (3 years 3 months) | |
|
A trusted advisor to senior executives at mid-to-large sized professional services firms on retirement plans through my firm, Fiduciary Focus, LLC. |
| Principal Strategist | |
| TG Asset Management, LLC | |
| April 2010 - December 2017 (7 years 10 months) | |
|
Oversaw asset management firm designed for retirement plan assets. Developed and launched a dynamic asset allocation approach and system for counseling plan sponsors and retirement plan participants. |
| 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+. |
| AVP - Investment Management | |
| Chase Manhattan Bank (JPMorganChase) | |
| January 1998 - December 1998 (1 year) | |
|
Role included coverage of international equities on the Dynamic Asset Allocation team. |
| Mutual Fund Consultant | |
| Prudential | |
| January 1997 - December 1997 (1 year) |
| Mutual Fund Analyst | |
| J&W Seligman | |
| June 1996 - January 1997 (8 months) |
| Investment Executive | |
| PaineWebber | |
| October 1995 - June 1996 (9 months) |
| Individual Consultant | |
| TIAA-CREF | |
| June 1990 - October 1995 (5 years 5 months) |
| Asset Allocation For All Markets | |
| Terence Grennon | |
| Self | |
| 03/01/2023 | |
| We are familiar with the theory of asset distribution, but in a volatile market environment, the practice is very different. This book summarizes the most important findings from research conducted over the past half-century on topics such as investing during bull and bear market cycles, asset allocation, and investment administration. After providing an in-depth analysis of investing in stocks and going on to explain two active asset allocation strategies, we begin by taking a critical look at diversification and asset allocation. |
| Building a Balanced Portfolio | |
| Terry Grennon | |
| The Motley Fool | |
| 12/31/2013 |
| The Asset Allocation Pragmatist | |
| Terry Grennon | |
| The Motley Fool | |
| 11/27/2013 |
Latest Comments
When Should Fundamentals Be Ignored?
GMO study...
https://mcusercontent.com/6750faf5c6091bc898da154ff/files/8a6917c2-c8a3-ee27-1cbb-1d2e70bbb098/20210908.IF.Q2Letter.GMO.pdf?utm_source=PAID+The+Idea+Farm&utm_campaign=31a2e7d094-EMAIL_CAMPAIGN_2017_12_20_COPY_384&utm_medium=email&utm_term=0_ac58d173d8-31a2e7d094-412051737
When Should Fundamentals Be Ignored?
You should still consider such stocks but there is limited upside.