Investment Strategy
4 articles
How Vincere Portfolios’ Algorithmic Suite Helped Me Build a Truly Hands-Free Portfolio
For years, my goal was a truly hands-free investment portfolio—one that could grow without my constant intervention or emotional second-guessing. Manual trading was time-consuming and stressful, and I knew there had to b…
Matching Alternative Assets to Your Goals: A Decision Framework for High-Net-Worth Investors
High-net-worth investors can align alternative asset allocations with specific financial goals like growth, income, inflation protection, or diversification. This decision framework maps asset classes to these objectives, considering their unique risk, liquidity, and return drivers.
Art Market Indices Are Useful — Until You Read Them as Net Returns
Art market indices provide valuable directional context but often overstate net returns by excluding transaction costs and unsold works. This article offers a framework for collectors to critically evaluate indices and integrate data with due diligence for informed investment.
AI or a Human Advisor? A Decision Framework for Splitting Your Wealth Management
The optimal wealth management strategy for affluent clients involves a deliberate division of labor between AI and human advisors. AI excels at data-intensive tasks, while human advisors provide strategic oversight, emotional intelligence, and nuanced guidance for complex situations.