Active investment management’s weekly magazine for fee-based advisors

Mike Posey

Mike Posey is the director of marketing for Theta Research LLC, a third-party performance tracking and publishing firm. Mr. Posey has over 35 years of experience in a variety of management roles in the financial services industry.

Agility drills for client investment portfolios

Are your clients invested with enough “agility” to mitigate the risk of large drawdowns during severe market declines? Football season is in full swing, and all of the fanatics out there (myself included) have been treated to a season with plenty of...