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Phil Huber
Directeur de la Recherche - Actions chez
Cliffwater LLC
Profil
Philip Robert Huber is currently Head of Portfolio Solutions at Cliffwater LLC since 2024.
Formerly, Mr. Huber was Chief Investment Officer at Savant Capital LLC (Illinois) from 2020 to 2023 and Chief Investment Officer at Huber Financial Advisors LLC from 2013 to 2020.
Mr. Huber completed undergraduate education at Indiana University in 2007.
Postes actifs de Phil Huber
| Sociétés | Poste | Début |
|---|---|---|
Cliffwater LLC
 Cliffwater LLC Investment ManagersFinance Cliffwater conducts its own research for the purposes of portfolio construction, investment selection and asset allocation. Portfolio construction and asset allocation recommendations are based on internal capital markets research and on analyses performed using proprietary models. Investment selection is based on internal asset class and sector research, as well as due diligence from an investment and operational standpoint on investment managers and their investment products and vehicles. | Directeur de la Recherche - Actions | 01/01/2024 |
Anciens postes connus de Phil Huber
| Sociétés | Poste | Fin |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Directeur en chef des Investissements | 01/12/2023 |
Huber Financial Advisors LLC
 Huber Financial Advisors LLC Investment ManagersFinance HFA uses a long-term purchase strategy where they purchase securities with the idea of holding them in the client's account for a year or longer. Typically the firm employs this strategy when they want exposure to a particular asset class over time, regardless of the current projection for this class. Their investment strategies include equities, fixed income, alternatives and customization. | Directeur en chef des Investissements | 01/02/2020 |
Formation de Phil Huber
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
Cliffwater LLC
Cliffwater LLC Investment ManagersFinance Cliffwater conducts its own research for the purposes of portfolio construction, investment selection and asset allocation. Portfolio construction and asset allocation recommendations are based on internal capital markets research and on analyses performed using proprietary models. Investment selection is based on internal asset class and sector research, as well as due diligence from an investment and operational standpoint on investment managers and their investment products and vehicles. | Finance |
Huber Financial Advisors LLC
Huber Financial Advisors LLC Investment ManagersFinance HFA uses a long-term purchase strategy where they purchase securities with the idea of holding them in the client's account for a year or longer. Typically the firm employs this strategy when they want exposure to a particular asset class over time, regardless of the current projection for this class. Their investment strategies include equities, fixed income, alternatives and customization. | Finance |
