Brinton Eaton’s Miccolis Speaks on Applying ERM Principles to Managing Personal Wealth at National NAPFA Conference
Brinton Eaton, a national wealth advisory firm based in New Jersey, is proud to announce that Chief Investment Officer Jerry Miccolis conducted a two-hour interactive session, “Managing Personal Wealth in Volatile Markets – An ERM Approach,” at this year’s National Association of Personal Financial Advisors (NAPFA) Practice Management and Investments Conference held at the Brooklyn Marriott, October 24 – 27. In his presentation, Mr. Miccolis discussed how advisors can use corporate enterprise risk management (ERM) as an organizing framework for managing personal investment risk.
“More than ever, wealth management is risk management,” said Mr. Miccolis. “We have an obligation as financial advisors to manage risk more effectively, if we want our clients to enjoy their ever-increasing longevity.”
According to Miccolis, there are four key pillars of ERM that can be directly applied to managing personal investments. These include strategic focus, natural hedging, risk exploitation, and catastrophe protection. Among the modern personal investment risk management tools advisors should consider are dynamic asset allocation, momentum-based sector rotation strategies, and cost-effective tail risk hedges that provide important safety net protection when all else fails. See a glimpse of his ideas at http://www.brintoneaton.com/risk-management/
Mr. Miccolis, an early architect of the ERM discipline, specializes in financial planning, risk management, investment research, and portfolio management. He holds the Chartered Financial Analyst® (CFA®) designation, is a Certified Financial Planner™ (CFP®) practitioner, and is a fellow of the Casualty Actuarial Society (FCAS). Mr. Miccolis is also a member of the American Academy of Actuaries (AAA), the Financial Planning Association (FPA), and the New York Society of Security Analysts (NYSSA).
About Brinton Eaton:
Based in Madison, NJ, Brinton Eaton is a national advisory firm with a long history of serving individuals and their families across multiple generations. The firm helps its clients protect, grow, administer, and ultimately transfer their legacy of wealth through a full range of integrated services, including lifetime cash flow projections, financial/tax/estate/retirement planning, investment management, charitable giving, and business succession planning. Brinton Eaton’s clients tend to be corporate executives, professionals, entrepreneurs, retirees, and multi-generational families. For more information, visit www.brintoneaton.com.
About NAPFA:
Since 1983, The National Association of Personal Financial Advisors (NAPFA) has provided
Fee- Only financial planners across the country with some of the strictest guidelines possible for professional competency, comprehensive financial planning, and Fee-Only compensation. With more than 2,400 members across the country, NAPFA has become the leading professional association in the United States dedicated to the advancement of Fee-Only financial planning. For more information on NAPFA, please visit www.napfa.org.
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Patty Buchanan
FastLane Public Relations
(973) 670-1203
