How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)

Are you ready to unlock the potential of alternative investments in your portfolio? Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments.  The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private debt and equity. Discover why modern investors can’t afford to ignore these opportunities and how they’ve helped portfolios remain robust amidst market uncertainty. Other key discussions include: Broad asset allocation outlook and capital market assumptions [00:01:52] The role and expectations of traditional versus private asset classes [00:05:22] Differences in stock valuation between US and non-US stocks [00:05:53] Performance insights and misconceptions about private markets [00:22:17] And more! Resources: Educational videos (bottom of the page) Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep.55) Connect with Phil Huber: LinkedIn: Phil Huber, CFA, CFP® Bps and pieces | Incremental Investing Insight with Phil Huber Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Phil is a Managing Director and Head of Portfolio Solutions for Cliffwater, based in their Chicago office. In this role, Phil leverages his prior experience as a wealth management CIO to produce and curate investment research, advise on product strategy and positioning for the firm’s growing platform, and help establish and strengthen relationships with the nation’s leading wealth management firms. Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.