How We Invest
Pavlos is not a "lone wolf." He has a team of Cetera research analysts to support him. He is not charged any additional cost for that service.
Mutual Fund Selection
- Initial Screening and Quantitative Analysis
- Qualitative Review
- Time the Investment
- Improve Combination
- Implement Market Perspective
- Investment Oversight
Strategic Asset Allocation
Step 1: Establish Baseline Assumptions
Step 2: Define Opportunity Set and Decompose Benchmarks
Step 3: Generate Capital Market Assumptions
Step 4: Incorporate Sensitivity Factors
Step 5: Check Data and Present to Investment Committee
Step 6: Monitor on an Ongoing Basis
Tactical Asset Allocation
- Start with the same strategic 3-5 year outlook
- Overlay short-term outlook
- Add liquid alternative strategies
- Rebalance 3-4 times a year