11 episodes

The iSectors® Selections podcast covers the "Future of Investing." Our highly inclusive and in-depth discussions with iSectors CEO and founder Vern Sumnicht, chief investment officer, Chuck Self and other important guests cover iSectors® asset allocation models (available in separate and unified managed accounts for use in both taxable and non-taxable accounts, including 401(k) and other retirement plans).Depending upon an investor’s specific needs, an advisor can build a portfolio using one or more iSectors models that is tailored to the client’s specific investment objective. Through the use of ETFs, whenever possible, iSectors allocations provide daily liquidity and transparency with respect to account holdings. Disclosure: https://isectors.com/disclosure/.

iSectors® Selections iSectors® LLC

    • Investing
    • 5.0 • 2 Ratings

The iSectors® Selections podcast covers the "Future of Investing." Our highly inclusive and in-depth discussions with iSectors CEO and founder Vern Sumnicht, chief investment officer, Chuck Self and other important guests cover iSectors® asset allocation models (available in separate and unified managed accounts for use in both taxable and non-taxable accounts, including 401(k) and other retirement plans).Depending upon an investor’s specific needs, an advisor can build a portfolio using one or more iSectors models that is tailored to the client’s specific investment objective. Through the use of ETFs, whenever possible, iSectors allocations provide daily liquidity and transparency with respect to account holdings. Disclosure: https://isectors.com/disclosure/.

    How to Win in Investing by Running a Strong Offense and Defense

    How to Win in Investing by Running a Strong Offense and Defense

    iSectors, CEO/Founder, Vern Sumnicht and iSectors Chief Investment Officer, Chuck Self discuss the in and outs of the new iSectors Enhanced Allocation Series White Paper!

    • 43 min
    How Elite Financial Advisors Manage Client Expectations

    How Elite Financial Advisors Manage Client Expectations

    iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss how Sumnicht & Associates works with their clients to set goals and manage expectations.

    • 21 min
    iSectors Selections: Intro to the Enhanced Allocation Models

    iSectors Selections: Intro to the Enhanced Allocation Models

    This podcast gives a brief overview of the Enhanced Models and how to incorporate them into your clients’ portfolios.

    • 15 min
    Be an Elite Advisor Using Simple, Efficient Investment Portfolios

    Be an Elite Advisor Using Simple, Efficient Investment Portfolios

    iSectors’ Chief Executive Officer and Founder Vern Sumnicht is in the mix once again talking with iSectors Chief Investment Officer, Chuck Self about the effective use of simple, efficient investment portfolios, and how and why this practice can only propel any investment advisor to an elite status.

    • 1 hr 2 min
    When Should Advisors Focus on Income Funds?

    When Should Advisors Focus on Income Funds?

    As we experience the last act of this equity bull market, advisers are looking for places to protect client funds with potential of earning returns ...

    • 34 min
    The Case for iSectors Post-MPT Growth Allocation as a Liquid Alternative

    The Case for iSectors Post-MPT Growth Allocation as a Liquid Alternative

    Until recently, only the very wealthiest individual investors have been able to access the alternative strategies that major institutions rely upon to help them reduce portfolio risks and meet investment targets. But now all that is changing, thanks to liquid alternatives and the Post-MPT Allocation.

    • 1 hr 3 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

LauriePR2016 ,

A Must-listen for all Financial Advisors!

Easy listening with bite-size/easy to digest ideas for success with client allocation portfolio build.

Cornja17 ,

Great Podcast for information

This podcast is awesome so easy to listen to on my drive home and very informative! Good job iSectors!

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