Listen to the Podcast Here
What does it take to manage and optimize a $7B portfolio system?
FDP Founder and Chief Prosperity Officer Mark Chandik interviews Michael McClary, the Chief Investment Officer for the TOPS® funds at Valmark Advisors, Inc.
For 20 years Michael’s role has been to monitor and evaluate markets on a daily basis. This allows him and his highly credentialed team to invest and rebalance $7.5 Billion in portfolios under The Optimized Portfolio System (TOPS®). Started in 2002, it is known for being one of the first strategic portfolios comprised solely of ETFs, with portfolios designed to range from Capital Preservation to Aggressive Growth.
Listen in as we explore Diversification, Risk Management, Indexing, ETFs, and Rebalancing.
Topics
- 1:55 – The Work Behind the Screen
- 2:39 – Fundamental Investment Philosophies
- 7:05 – Implementing Strategies in the Marketplace
- 10:55 – Current Issues Impacting Your Portfolio
- 17:05 – Rising Interest Rates and Bond Values
- 20:32 – In the Last 40 Years Stocks and Bonds Have Not Lost Value at the Same Time
About the FDP Prosperity Report
Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.
