Be invested in a portfolio with sophisticated risk management tools.
With over 30 years’ experience in the risk management field, Jerry Miccolis, Brinton Eaton Chief Investment Officer, is one of the investment industry’s foremost thought leaders and experts on the subject of risk. In the aftermath of the 2008 market crash, Jerry and his team channeled their body of knowledge and experience in order to champion two key concepts:
- investment management and risk management are one and the same
- investment risk management must be taken to the next level
BE believes that this necessary evolution is multi-dimensional and must include modernized Modern Portfolio Theory, adopting a dynamic approach to asset allocation, and integrating cost-effective tail risk hedging. Together, these approaches form what we consider the next generation of investment risk management. Jerry and his Brinton Eaton colleague Marina Goodman have published a series of well-received articles on each of these elements in the Journal of Financial Planning.
Brinton Eaton is dedicated to working continuously toward ever-better solutions to help protect clients’ investment portfolios.