Advisor recommendation (variable exposure, tactical asset allocation, etc,)

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texasfight
Posts: 147
Joined: Mon Jul 27, 2020 3:12 pm

Advisor recommendation (variable exposure, tactical asset allocation, etc,)

Post by texasfight »

Does anyone here have an advisor they like that varies exposure with the cycle (or by expected returns), tactical asset allocation, etc.?

Please don't tell me this is not the boglehead way. I know that. I am looking for an advisor that offers more than basically a target retirement fund or a portfolio with some small cap value exposure thrown in etc.

I am looking for an advisor that has a better sortino and sharpe than say a VTI + EDV portfolio.
InvestSmart8
Posts: 4
Joined: Mon Nov 29, 2021 11:12 am

Re: Advisor recommendation (variable exposure, tactical asset allocation, etc,)

Post by InvestSmart8 »

If you live in the DC area, this blog lists the Top 10 financial advisors in the area. You can inquire with them.

https://districtcapitalmanagement.com/f ... ington-dc/

Otherwise, you can also check out https://www.napfa.org/ for other fiduciary investment-savvy advisors.
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