Many advisors are worried that interest rates will move high in the years ahead. And for good reason. With longer-term interest rates already well above their 2020’s lows and with inflation readings at multi-decade highs and threatening to go higher, many advisors want to know which strategies will perform better in rising rate environments and how these strategists are adapting to such an environment.
Join Chief Investment Strategist and Portfolio MasterChef Rusty Vanneman, CFA, CMT, Jonathan Scheid, CFA, AIF, Managing Director, Solutions at Buckingham Strategic Partners, and Glenn Dorsey, CFA, CAIA, Senior Vice President and head of Client Portfolio Management at Clark Capital Management Group for our latest installment of Portfolio Recipes.
Register HERE and read on for how to review previous Portfolio Recipes.
Before joining the Orion organization, Mr. Vanneman served as Chief Investment Officer and Managing Director for an RIA in the greater Boston area. His 11-year tenure at the RIA included a five-year span during which the firm was owned by E*TRADE Financial where he also served as the Senior Market Strategist for E*TRADE Capital. Prior, Rusty was a Senior Analyst at Fidelity Management and Research in Boston. Additional investing and professional experience for Rusty includes angel investing and working on a cattle ranch.
Jonathan has over 20 years of investment experience working with advisors and their clients. Jonathan started his career at Buckingham and its predecessor companies helping advance the firm’s investment policy, marketing and research. He helped launch Bellatore Financial, Inc. and ultimately served as its President and Chief Investment Officer.
Throughout Glenn’s extensive experience as a Portfolio Manager and a Client Portfolio Manager, he has focused on helping advisors deliver great outcomes to their clients and institutions. His Portfolio Management experience includes equity, balanced, and fixed income investing for high net worth clients. Prior to joining Clark, Glenn was the Co-Chief Investment Officer and Head of the Private Wealth Management Group at Curian Capital.
And for previous Orion Portfolio Recipes, simply click HERE to review everything on the table.
