- The Use And Misuse Of Retirement Calculators
- A One Day Drop In Stocks And Gold Does Not Mean That Inflation Is Dead
- Blending Alpha And Beta: Building A 'Mini-Endowment'
- Why Gaming Apps Makes Sense For Investor Education ... Or ... "Angry Birds" Meets Modern Portfolio Theory
- When The TIPS Bubble Bursts: A Cautionary Tale From Argentina
Right Blend Investing, LLC
Right Blend Investing, LLC
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Right Blend Investing, LLC
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ABOUT
Right Blend Investing, LLC is a registered investment advisor based in Hillsborough, New Jersey. RBI is independently owned and fee-based.
Services include investment management, trust and estate, and 401(k) plans for physicians and small business owners. RBI specializes in fully-diversified portfolios that blend active and passive strategies, with an emphasis on alternative investments. RBI also does contract research with institutional clients.
RBI was founded by Robert Martorana, who has worked on the buy-side since 1985 as a stock analyst, portfolio manager, research director, financial advisor, and editor of a hedge-fund website. He is a CFA and a member of the NYSSA.
Mr. Martorana has ...More managed institutional portfolios in both small-cap, and large-cap U.S. equities. He has also managed portfolios for high-net-worth clients in every major asset class. Individual accounts have ranged from under $1 million to over $10 million, and institutional accounts have ranged from $30 million to over $1 billion. During his career, Mr. Martorana has supervised more than 70 asset management professionals, and has published hundreds of reports in print and online. He currently serves as a Senior Analyst at Financial Research Corp., where he focuses on alternative investments.
Additional information is available at www.RightBlendInvesting.com.
Services include investment management, trust and estate, and 401(k) plans for physicians and small business owners. RBI specializes in fully-diversified portfolios that blend active and passive strategies, with an emphasis on alternative investments. RBI also does contract research with institutional clients.
RBI was founded by Robert Martorana, who has worked on the buy-side since 1985 as a stock analyst, portfolio manager, research director, financial advisor, and editor of a hedge-fund website. He is a CFA and a member of the NYSSA.
Mr. Martorana has ...More managed institutional portfolios in both small-cap, and large-cap U.S. equities. He has also managed portfolios for high-net-worth clients in every major asset class. Individual accounts have ranged from under $1 million to over $10 million, and institutional accounts have ranged from $30 million to over $1 billion. During his career, Mr. Martorana has supervised more than 70 asset management professionals, and has published hundreds of reports in print and online. He currently serves as a Senior Analyst at Financial Research Corp., where he focuses on alternative investments.
Additional information is available at www.RightBlendInvesting.com.
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Monthly
- Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
Right Blend Investing, LLC Right Blend Investing believes that creating the "right blend" of assets is an ongoing process for each client, and is part of an enduring relationship. This relationship benefits from our extensive experience, uncompromising integrity, and commitment to exceptional service.
• After an initial assessment of ...More
a client's goals, Right Blend considers how their personal situation fits into a broader market context. At every stage in life, we evaluate how their finances may be impacted by the economic cycle, long-term investment trends, new financial solutions, and the current outlook for global capital markets.
• The result is a customized asset allocation blend for each client, and a customized blend of products and services. Right Blend continually adjusts the asset mix as the needs of each client evolve over time, and as the capital market itself changes. This fluid approach to asset allocation reflects "post-modern portfolio theory," which assumes that the historic volatility of returns is just one aspect of investment risk. This means that a "conservative" or "aggressive" risk profile is just one step in the asset allocation process, which requires comprehensive reviews by a trusted advisor for optimal results.
BLOG
Robert Martorana.com
This isn't really a blog, but rather a personal website. It describes my current business activities and it aggregates the links to some of the research I'm working on.
Book
Currently, there are no book details for Right Blend Investing, LLC.
LATEST STOCKTALK
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VIX: Still below $18. They're talking about it now on CNBC, esp. high VIX futures, which I noted yesterday. The concept is option decay.
Feb 28, 2012
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