Phil Huber, CFA, CFP®, as both a wealth management practitioner and an investment industry thought leader, is uniquely qualified in understanding the merits of alternative investments as well as the myriad challenges that accompany their use in the portfolios of wealthy individuals and families. As the Chief Investment Officer for Savant Wealth Management, Phil leads the firm’s investment and portfolio-management related functions. Phil has been featured across many prominent media outlets, including the Wall Street Journal, the New York Times, InvestmentNews, CityWire RIA magazine, and Bloomberg TV, and was named one of Investopedia’s Top 100 Financial Advisors (2018-2020). He also authors a popular investing blog, bps and pieces, and is active on Twitter and LinkedIn. Phil lives in the suburbs of Chicago with his wife and daughter.
Phil Huber has created a clear roadmap for investing for the next
decade?his book is that rare combination of insightful and
entertaining.
*Matt Kadnar, Partner and Portfolio Manager, GMO*
Do you think stocks are expensive? Do you shudder at bond yields?
If you’re nodding your head, then this book is for you. In The
Allocator’s Edge, Phil Huber unpacks the misunderstandings and
misconceptions that often accompany alternative investments. From
private equity and hedge funds to catastrophe bonds and
non-traditional lending, Huber explains alternative strategies in a
way that can teach a financial professional and also make sense to
the layman.
*Michael Batnick, Director of Research at Ritholtz Wealth
Management and co-host of the Animal Spirits podcast*
The Allocator’s Edge really hits the mark as a primer in
understanding why alternatives are important and sets a solid
foundation for how to incorporate non-traditional exposures in
portfolios. I would certainly recommend this to analysts, financial
advisors, or other investors looking to be more conversant and
comfortable with this third bucket?one I believe will be critical
to delivering clients’ desired outcomes over the next decade.
*Shannon Saccocia, Chief Investment Officer of Boston Private
Wealth*
Phil has a breadth of knowledge across investing that I'm envious
of. I can’t believe how much this book covers, and how high quality
the analysis across each section is. If I were a financial advisor
or institutional allocator seeking to expand my knowledge of
alternative investments, this is the book I'd pick up first.
*Ali Hamed, co-founder and General Partner at CoVenture*
Grab your highlighter and get ready to learn. The Allocator’s Edge
offers the sophisticated investor a comprehensive look into the
world of alternative investments. Phil Huber clearly articulates
the essential concepts in an approachable manner that makes this
book a valuable resource to allocators, advisors, and investing
enthusiasts.
*Peter Lazaroff, Chief Investment Officer at Plancorp*
With equity capital markets near all-time high valuations and
interest rates close to all-time lows, it appears the traditional
60/40 portfolio that has served investors well for decades will be
challenged to generate the rates of return needed going forward. In
The Allocator’s Edge, Huber provides investors a practical guide
how to incorporate alternative investments into a portfolio
framework to bridge this gap.
*Chris Schelling, Director of Alternatives, Venturi Private Wealth,
and Author, Better than Alpha*
With low interest rates and elevated equity valuations, traditional
portfolios are increasingly at risk of being bodyslammed. Phil
provides readers a ringside seat to the modern alternative
investment landscape, covering everything from farmland to digital
assets. This comprehensive guide extends beyond the why and into
the how, with concrete and actionable takeaways for financial
advisors and asset allocators to bring their portfolios into the
21st century.
*Meb Faber, Chief Executive Officer & Chief Investment Officer of
Cambria Investment Management*
With language easy enough for a novice investor to understand and a
depth of insight for experienced investors to value, Phil Huber has
created the modern, comprehensive guide to alternative investing.
For anyone looking to expand their investment palette beyond stocks
and bonds and learn not just what alternatives are available but
how to deploy them in a portfolio, The Allocator’s Edge is
essential reading.
*Corey Hoffstein, Chief Investment Officer at Newfound
Research*
The Allocator’s Edge shows just how much the investable universe
has expanded and provides a practical path to true diversification.
What Huber prescribes is not (yet) the conventional wisdom, but it
will be. A decade from now, Huber’s philosophy and quest for safer,
more reliable portfolios will be mainstream?and the investor/RIA of
the future built upon it. The Allocator’s Edge is bold in vision,
full of accumulated wisdom, and immensely practical, giving
allocators advice they can implement today to bring greater
financial security to those they care for. If you are managing
money for others, read this book.
*Ross Stevens, Founder and CEO of Stone Ridge Holdings Group*
Phil does a wonderful job explaining the current predicament
financial advisors face in meeting the needs of their clients and
offers a clear explanation of alternatives available. His
articulation and display of the need for alternatives is
handcrafted for any advisor to copy and paste to make the case for
their clients. Phil’s description of the past, present, and future
of alternatives is an effective manual for anyone looking to
understand where to go. I highly recommend having The Allocator’s
Edge on your reference bookshelf.
*Ted Seides, founder of Capital Allocators, LLC*
Phil Huber has written an important book on an important topic. We
know that building good portfolios is getting harder, and Phil
gives us a toolkit and a roadmap for getting the job done.
*Brian Portnoy, Ph.D., CFA, Founder, Shaping Wealth*
The Allocator’s Edge has always been about unlocking the power of
uncorrelated risk premia. As democratization and access to product
grow, all investors need to arm themselves with requisite
knowledge. Phil Huber has put together an excellent set of guiding
principles to help today’s allocator navigate and harness the
complexity premium.
*William J. Kelly, Chief Executive Officer of the CAIA Association*
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