Alternative Investing with Phil Huber

The term "alternative investments" is a loaded phrase. But they can be just as important to your portfolio as stocks or bonds, providing diversity that can help reduce risk and increase returns. How can alternative investments be used in conjunction with traditional investments to build a diversified portfolio?
In today’s episode, Tommy talks with Phil Huber, Chief Investment Officer at Savant Wealth Management, author of the Allocator’s Edge, and blogger at Bps & Pieces. 
Phil is responsible for portfolio management, contributing to Savant’s investment strategy, and managing investment processes for clients. He takes an active role in writing straightforward commentary to inform clients and explain the firm’s investment philosophy.
Phil talks with Tommy about his book, The Allocator’s Edge, a new type of asset class, and why alternative investments should be considered as meaningful parts of a portfolio.

Key Takeaways

[02:03] - Why is “alternative investment” a loaded phrase?

[05:11] - How Twitter can be a good platform for crowdsourcing opinions.

[08:32] - Why alternative investments should be considered as meaningful parts of a portfolio.

[14:31] - The Periodic Table of Investment Assets.

[19:46] - Lesser-known types of investments that are worth checking out.

[27:28] - A new type of asset class that investors may find exciting.

[30:34] - How Phil invests his own money.

[32:46] - A few of Phil's collectibles that make up his portfolio.

Quotes
[02:51] - "There are so many different categories, asset classes, and strategies that fit under this (alternative investment) umbrella that have nothing to do with one another. And yet they get kind of lumped together in this third bucket of a portfolio." - Phil Huber 
[11:07] - "The investment landscape is always evolving. A lot of asset classes and products that are available today to advisors, that can be diversifying and providing different sources of low correlated return streams, weren't available 20 years ago. So we've got a wider toolkit to build portfolios with." - Phil Huber
[15:47] - "If you take different investment assets and combine them together in different ways, you get different outcomes. You get different portfolios and those portfolios should be suited and matched ultimately to the investor's objectives." - Phil Huber
[29:16] - "It would be logical to think that there's going to be some kind of collectibles-focused funds that advisors and clients can tap into as well. I think that's just an interesting one where something that's been around for a while is now becoming a bit more democratized thanks to innovation and technology advancements." - Phil Huber

Links 

Phil Huber on LinkedIn

Phil Huber on Twitter

Savant Wealth Management

bps and pieces

The Allocator’s Edge

GoldenEye 007

Nintendo 64

Connect with our hosts

Mammoth

Tommy on LinkedIn

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

Learn more about Mammoth Scientific's Health & Tech Fund 1
When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

The term "alternative investments" is a loaded phrase. But they can be just as important to your portfolio as stocks or bonds, providing diversity that can help reduce risk and increase returns. How can alternative investments be used in conjunction with traditional investments to build a diversified portfolio?

In today’s episode, Tommy talks with Phil Huber, Chief Investment Officer at Savant Wealth Management, author of the Allocator’s Edge, and blogger at Bps & Pieces. 

Phil is responsible for portfolio management, contributing to Savant’s investment strategy, and managing investment processes for clients. He takes an active role in writing straightforward commentary to inform clients and explain the firm’s investment philosophy.

Phil talks with Tommy about his book, The Allocator’s Edge, a new type of asset class, and why alternative investments should be considered as meaningful parts of a portfolio.

Key Takeaways

[02:03] - Why is “alternative investment” a loaded phrase?
[05:11] - How Twitter can be a good platform for crowdsourcing opinions.
[08:32] - Why alternative investments should be considered as meaningful parts of a portfolio.
[14:31] - The Periodic Table of Investment Assets.
[19:46] - Lesser-known types of investments that are worth checking out.
[27:28] - A new type of asset class that investors may find exciting.
[30:34] - How Phil invests his own money.
[32:46] - A few of Phil's collectibles that make up his portfolio.

Quotes

[02:51] - "There are so many different categories, asset classes, and strategies that fit under this (alternative investment) umbrella that have nothing to do with one another. And yet they get kind of lumped together in this third bucket of a portfolio." - Phil Huber 

[11:07] - "The investment landscape is always evolving. A lot of asset classes and products that are available today to advisors, that can be diversifying and providing different sources of low correlated return streams, weren't available 20 years ago. So we've got a wider toolkit to build portfolios with." - Phil Huber

[15:47] - "If you take different investment assets and combine them together in different ways, you get different outcomes. You get different portfolios and those portfolios should be suited and matched ultimately to the investor's objectives." - Phil Huber

[29:16] - "It would be logical to think that there's going to be some kind of collectibles-focused funds that advisors and clients can tap into as well. I think that's just an interesting one where something that's been around for a while is now becoming a bit more democratized thanks to innovation and technology advancements." - Phil Huber

Links 

Phil Huber on LinkedIn
Phil Huber on Twitter
Savant Wealth Management
bps and pieces
The Allocator’s Edge
GoldenEye 007
Nintendo 64

Connect with our hosts

Mammoth
Tommy on LinkedIn

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts

Learn more about Mammoth Scientific's Health & Tech Fund 1

When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!