![Greg Rutherford](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Greg Rutherford
Directeur Général chez
Cavalier Investments LLC
Profil
Mr. Gregory A. Rutherford is a President & Chief Executive Officer at Cavalier Investments LLC.
His over 18 years of experience as a Financial Advisor is a strong assurance that Adaptive Investments recognizes the needs of advisors.
He was instrumental in the design of the Adaptive Investments strategies and for the majority of the relationships with the Fund’s Signal providers and Sub-advisors.
Prior to founding Adaptive Investments and FolioMetrix/RiskX, Mr. Rutherford was the co-founder and President of Tagge Rutherford Financial Group, a financial services firm founded in 1992.
He received a Bachelor of Science in Business Administration from the University of Nebraska Omaha and a Master of Business Administration from Golden Gate University.
He holds a designation as a Certified Financial Planner.
Postes actifs de Greg Rutherford
| Sociétés | Poste | Début |
|---|---|---|
Cavalier Investments LLC
 Cavalier Investments LLC Investment ManagersFinance Adaptive Investments provides adaptive, risk-adjusted investment solutions for financial intermediaries seeking to position their clients in changing market conditions. The firm performs exhaustive research and testing to select industry-leading adaptive strategists and employ their processes on the Adaptive platform. | Directeur Général | 04/08/2015 |
PARTNERS WEALTH MANAGEMENT, LLC
 PARTNERS WEALTH MANAGEMENT, LLC Investment ManagersFinance Provides investment advice | Directeur Général | - |
Anciens postes connus de Greg Rutherford
| Sociétés | Poste | Fin |
|---|---|---|
Lockheed Corp.
 Lockheed Corp. Aerospace & DefenseElectronic Technology Military & civilian space systems | Corporate Officer/Principal | - |
FolioMetrix LLC
 FolioMetrix LLC Investment ManagersFinance FolioMetrix seeks to facilitate collaboration between financial advisors in the design and distribution of professionally-managed investment products. The firm's investment approach is designed to deliver dynamic portfolio optimization through a proprietary selective substitution scoring process. They offer equity and fixed-income investment products. FolioMetrix's equity design process, the URAG100 (Growth Allocation Model) maintains specific risk parameters and is combined with other FolioMetrix research products of varying risk levels and investment strategies. is an asset allocation neutral equity portfolio that utilizes a 5-step process to design, construct and monitor this portfolio model. The 5 steps are: screen, segment, select/substitute, structure and synthesize. The fund universe of over 25,000 equity and fixed-income strategies is screened to identify over 7,000 no-load funds and ETFs. Duplicate share classes and highly-leveraged/inversed strategies are removed to produce a target universe of approximately 3,700 funds. As the lead research product, URAG100 maintains specific risk parameters and is further combined with other FolioMetrix research products of varying risk levels and investment strategies. Next, the firm segments the 3,700 target funds into 3 key components: Core (moderate) Tactical I (aggressive) and Tactical II (moderately aggressive). They select 1700 Core Funds, 700 Tactical I Funds and 700 Tactical II Funds. A final list of 225 funds is divided into 3 groups: select, watch and substitute. The final step, FolioSynthesis, selects approximately 15 equity funds representing over 200 industries, sectors and asset classes/strategies. Portfolios are constantly monitored and adjusted to current market conditions. FolioMetrix's fixed-income design process, the URAF100 (Uptrade Research Fixed-Income) is a proprietary portfolio model that represents a best-in-class actively-allocated portfolio of fixed-income funds of varying yield, coupon rate, standard deviation, duration and maturity. URAF100 also serves as a dynamic benchmark to compare and measure the efficacy of various investment methods such as the FMX Total Return Mutual Fund (FMGRX). | Fondateur | - |
Formation de Greg Rutherford
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lockheed Corp.
Lockheed Corp. Aerospace & DefenseElectronic Technology Military & civilian space systems | Electronic Technology |
Golden Gate University
 Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FolioMetrix LLC
FolioMetrix LLC Investment ManagersFinance FolioMetrix seeks to facilitate collaboration between financial advisors in the design and distribution of professionally-managed investment products. The firm's investment approach is designed to deliver dynamic portfolio optimization through a proprietary selective substitution scoring process. They offer equity and fixed-income investment products. FolioMetrix's equity design process, the URAG100 (Growth Allocation Model) maintains specific risk parameters and is combined with other FolioMetrix research products of varying risk levels and investment strategies. is an asset allocation neutral equity portfolio that utilizes a 5-step process to design, construct and monitor this portfolio model. The 5 steps are: screen, segment, select/substitute, structure and synthesize. The fund universe of over 25,000 equity and fixed-income strategies is screened to identify over 7,000 no-load funds and ETFs. Duplicate share classes and highly-leveraged/inversed strategies are removed to produce a target universe of approximately 3,700 funds. As the lead research product, URAG100 maintains specific risk parameters and is further combined with other FolioMetrix research products of varying risk levels and investment strategies. Next, the firm segments the 3,700 target funds into 3 key components: Core (moderate) Tactical I (aggressive) and Tactical II (moderately aggressive). They select 1700 Core Funds, 700 Tactical I Funds and 700 Tactical II Funds. A final list of 225 funds is divided into 3 groups: select, watch and substitute. The final step, FolioSynthesis, selects approximately 15 equity funds representing over 200 industries, sectors and asset classes/strategies. Portfolios are constantly monitored and adjusted to current market conditions. FolioMetrix's fixed-income design process, the URAF100 (Uptrade Research Fixed-Income) is a proprietary portfolio model that represents a best-in-class actively-allocated portfolio of fixed-income funds of varying yield, coupon rate, standard deviation, duration and maturity. URAF100 also serves as a dynamic benchmark to compare and measure the efficacy of various investment methods such as the FMX Total Return Mutual Fund (FMGRX). | Finance |
Cavalier Investments LLC
Cavalier Investments LLC Investment ManagersFinance Adaptive Investments provides adaptive, risk-adjusted investment solutions for financial intermediaries seeking to position their clients in changing market conditions. The firm performs exhaustive research and testing to select industry-leading adaptive strategists and employ their processes on the Adaptive platform. | Finance |
PARTNERS WEALTH MANAGEMENT, LLC
PARTNERS WEALTH MANAGEMENT, LLC Investment ManagersFinance Provides investment advice | Finance |
