Today, Rusty and Robyn are joined by Eric Crittenden, Founder and Chief Investment Officer at Standpoint Asset Management.  Standpoint is an investment firm focused on bringing all-weather portfolio solutions to US investors. Eric has over 20 years of experience researching, designing and managing alternative asset portfolios. Eric holds a BA in Finance from Wichita State University.

Key Takeaways

• [02:23] - Eric’s professional history and what he does in his current role.
• [05:28] - What is Standpoint’s investment philosophy and what sets them apart as a firm?
• [07:20] - What are some of the key factors that account for why advisors choose to use Standpoint’s fund?
• [09:28] - What are the behavioral underpinnings for all weather investing?
• [11:56] - How does Standpoint define and incorporate “trend” into their investment process?
• [14:20] - Given the unique, current market conditions, how is the Standpoint fund currently structured?
• [16:32] - What is Eric’s take on a 50/30/20 structure for a contemporary balanced portfolio?
• [18:30] - Who does Eric think should be on the Mt. Rushmore of the great, systematic, tactical, multi-asset money managers?
• [21:37] - What are “Eric’s life principles” that he mentions on the Standpoint website?
• [25:27] - What is Eric’s favorite investment idea for the remainder of 2024?

Quotes

[10:27] - “...That’s a recurring thing we see in the world, is that oftentimes, the moment you need to put these investments into the portfolio is psychologically and socially the most difficult time.” ~ Eric Crittenden

[24:16] - “I see this recurring phenomenon over and over, and that is that 80% of the success comes from about 20% of the decisions, or 20% of the effort. It might even be 90/10 in some cases. Likewise, 80% of the dysfunction in your life comes from 10% or 20% of the decisions or indecisions.” ~ Eric Crittenden

Links

• Eric Crittenden on LinkedIn
• Standpoint Asset Management
• “Like A Rock” by Bob Seger
• Eric’s Life Principles

Connect with Us

• Meet Rusty Vanneman, Orion’s Chief Investment Officer
• Check Out All of Orion’s Podcasts
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Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Compliance Code: 1884-OPS-7/30/2024