EPISODE · Jun 3, 2025 · 8 MIN

Modern Portfolio Theory (MPT)

from WealthGrow by Wharton Investment Consultants · host Wharton Investment Consultants

Today we’re diving into one of the most important ideas in investing — something called Modern Portfolio Theory, or MPT for short.Now, I know what you’re thinking — 'theory'? Sounds complicated. But stick with me — because once you get this, it could completely change the way you think about money, risk, and investing.Plus, I’ll break it down with real-world examples — no fancy math required. Let’s jump right in."WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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This episode was published on June 3, 2025.

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