HAVE OUR PORTFOLIO STRATEGY TEAM
Optimize Your Portfolio
TO BETTER PREPARE FOR POTENTIAL MARKET DOWNTURNS
Allocating to alternatives can be complicated. We’re here to help.
Our Portfolio Optimization Service pairs you with a Portfolio Strategist to find out what allocations could be right for you. After understanding your goals, we use a data-driven process to show how your portfolio would have performed in prior environments and how it could be impacted by future market events. Learn more and schedule an introductory meeting with one of our strategists below to learn how our team believes you can get your portfolio on track.
What You'll Receive
Comprehensive analysis and guidance for your investment strategy
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A free consultation and analysis of your current approach with back-tested performance
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Fund-level re-allocation recommendations with holding weights and an efficient frontier estimate
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Additional educational context on alternatives to inform expectations with the opportunity to re-connect as needed
The Portfolio Optimization Experience
Two Brief Meetings to Roadmap Your Success
1
Initial Meeting
2
Path Forward
Meeting 1 of 2
Initial Meeting: Understanding Your Investment Portfolio
20 minutes
We will discuss:
- Your investment approach and constraints
- Your market outlook and relevant concerns
- Your investment objectives
- How we can help align your approach with your goals
Meeting 2 of 2
Second Meeting: Examining the Path Forward
20 minutes
We will illustrate:
- How specific modifications may have helped in various periods
- The long-term risk return and risk profile based on historical data
- A specific allocation proposal that offers the potential to improve the efficiency of client portfolios and how to implement
Let's Get Started
Schedule your appointment now to get your portfolio optimization started!
Tyler Wilkens, CFA
Head Portfolio Strategist
Tyler Wilkens, CFA is the Head Portfolio Strategist at Catalyst Funds, and has helped hundreds of advisors build more efficient portfolios with a focus on asset allocation, investment due diligence, and macro trends. He has 20 years of experience in Asset Management and Wealth Advisory with AQR, Franklin Templeton, AllianceBernstein, Voya, New York Life, and the Tucson-based RIA Estate & Corporate Advisors.
Portfolio Strategy
Risk Management
Asset Allocation
Bryan Kitchner, CFA, CAIA
Senior Portfolio Strategist
Bryan Kitchner, CFA, CAIA specializes in portfolio optimization, asset allocation, and investment due diligence, partnering with financial advisors nationwide to design efficient portfolios that enhance risk-adjusted performance. He holds dual degrees in Quantitative Finance (BS) and Mathematics (BA) from Binghamton University.
Portfolio Optimization
Asset Allocation
Due Diligence
Matthew Godelman, CFA
Wealth Management Consultant
Matthew Godelman, CFA is a Portfolio Strategist at Catalyst Funds, specializing in portfolio construction and macroeconomic research. Before joining Catalyst, Matthew worked to bring investment ideas to financial advisors at New York Life and Fidelity. His undergraduate work is in Finance.
Wealth Planning
Alternative Investments
Tax Strategy
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