Blog Articles

Best Small Cap Strategy Shaker Investments featuring Chris Hemmelgarn, Portfolio Manager Link to this WEBINARIn the 8th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Chris Hemmelgarn, Portfolio Manager at Shaker Investments, to discuss winning Best Small Cap Strategy in this year’s awards. Evan and Chris talk about how Shaker was able to weather a tumultuous 2020, their unique approach to building and sustaining relationships, and why all of...

NASDAQ Dorsey Wright featuring John Lewis, Portfolio Manager at NASDAQ Dorsey Wright Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with John Lewis, Portfolio Manager at NASDAQ Dorsey Wright. Evan and John discuss how NASDAQ Dorsey Wright is able to so effectively implement their relative strength methodology to allocate to where strength is in the markets and the role it plays in client portfolios. About the Firm NASDAQ...

Best Overall - Most Assets & Most Allocations Clark Navigator Fixed Income Total Return featuring Glenn Dorsey, CFA®, CAIA®, SVP, Head of Portfolio Management Link to this WEBINARIn the sixth episode of the SMArtX 2021 Virtual Awards Webinar, SMArtX CEO Evan Rapoport sits down with Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, to discuss Clark Navigator Fixed Income Total Return strategy winning Best Overall - Most Assets in this year’s awards. Evan and Glenn talk...

Russell Investments featuring Rob Kuharic, Investment Strategist at Russell Investments Tax-Managed Portfolios Link to this WEBINAR In the fifth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Rob Kuharic, Investment Strategist at Russell Investments, helping to manage their tax-managed solutions, to discuss the best ways to keep more of what you earn. Evan and Rob discuss why Russell Investments is so focused on tax efficiency, how they achieve...

Best Overall Performance  Global X Thematic Disruptors ETF Portfolio with Jon Maier, Chief Investment Officer of Global X.   Link to this WEBINARIn the fourth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Jon Maier, the Chief Investment officer of Global X Thematic Disruptors ETF Model Portfolio, to discuss winning Best Overall Performance in this year’s awards. Evan and Jon talk about why Global X is always looking at the future, the very...

Best Balanced Strategy  Chapoquoit Dynamic Portfolios-Aggressive with Phil Nehro, Portfolio Manager of Chapoquoit and Richard Oberuc, the Portfolio Manager of Chapoquoit.    Link to this WEBINAR In the third episode of the SMArtX 2021 Virtual Awards Podcast, SMArtX CEO Evan Rapoport sat down with Phil Nehro, CFP and Richard Oberuc, the Portfolio Managers and Investment Advisor Representatives of Chapoquoit, to discuss Chapoquoit Dynamic Portfolios-Aggressive winning the Best Balanced Strategy...

Best Risk-Adjusted Returns – Equities Kingsview Investment Management Blue Chips Elite featuring Scott Martin, CIO, and Co-Portfolio Manager Neil Peplinski Link to this WEBINAR In the second episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Scott Martin, CIMAⓇ — the CIO of Kingsview — and Neil Peplinski, CFA — the Co-Portfolio Manager of Kingsview — to discuss Kingsview Investment Management Blue Chips Elite Portfolio winning the Best...

Best Performing Direct Index Strategy IDX Crypto Opportunity Index featuring Ben McMillan, Founder & CIO of IDX Insights   Link to this WEBINARIn the first episode of the SMArtX 2021 Virtual Awards Podcast, SMArtX CEO Evan Rapoport sat down with the Founder and CIO of IDX Insights, Ben McMillan, to discuss IDX Crypto Opportunity Index winning the Best Performing Direct Index Strategy in this year's awards. Evan and Ben talk about the importance of mitigating risk in the marketplace, how...

The word Harvest, symbolic during the Fall season, has its origins from the 5th century and the Anglo-Saxons haerfest “autumn”. An old term used in modern society today, to harvest means to gather or refers to the season itself for gathering crops. In investing, we have adapted the word ‘harvest’ to refer to end-of-year tax-planning, performed on behalf of clients, which seeks to reduce their tax liabilities by offsetting capital gains with losses. The net effect of harvesting is to reduce a...

Do Your Clients Deposit Money into their Brokerage Accounts and Not Tell You? Clients do not always provide the same information flow that they may expect of their investment advisors. Events may change the impetus for a financial plan and investment decisions are made without the input of the investment advisor on occasion. One aspect that affects the performance of a portfolio, and possibly the perception of the investment advisor’s acuity, is when a client moves cash into the account being...