Employ Technical Analysis for ETF Investing: A Wall Street Transcript Interview with Douglas Wolfe, Co-Founder and Primary Portfolio Manager at Saddle River Capital Management LLC

Wall Street Transcript

67 WALL STREET, New York - July 24, 2014 - The Wall Street Transcript has just published its Investing Strategies Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: MLP Investing - Bottom-Up Stock Selection - Long-Term Investing - Investing in ETFs - Blue-Chip Growth Investing - Cleantech Megatrend - Canadian Small-Cap Companies - Value and Low-Volatility Investing

Companies include: Alcoa, Inc. (AA), Berkshire Hathaway Inc. (BRK-A), WellPoint Inc. (WLP), Nabors Industries Ltd. (NBR), Valero Energy Corp. (VLO), Humana Inc. (HUM), NRG Energy, Inc. (NRG), Assurant Inc. (AIZ), Genworth Financial Inc. (GNW) and many more.

In the following excerpt from the Investing Strategies Report, an expert analyst discusses the outlook for the sector for investors:

TWST: Could you please begin with an overview of your firm and tell us something about your role?

Mr. Wolfe: We have two separate businesses at Saddle River Capital Management, the first being the asset management side of the business, where we take on the role of managing ETF portfolios, marketing them to other advisers, using our portfolios in 401(k) plans, and creating custom portfolios for institutional clients.

The second side of our business is wealth management, the roots of our business. We provide our high-net-worth clients investment management, retirement planning, college planning and estate planning services. We have recently launched a new service to expatriates. We are looking to help expats living in the U.S. and U.S. citizens living abroad manage their investments.

TWST: Can you give us a snapshot of your five basic ETF portfolios and how these portfolios are constructed depending on your clients?

Mr. Wolfe: We began managing our ETF portfolios in 2004. We wanted to create core portfolios that were globally allocated and would be able to perform in all kinds of market conditions. The portfolios are modeled after endowment funds which are well-diversified and use uncorrelated asset classes to manage risk. The five original portfolios go from Aggressive Growth to Income and Preservation. The main differences between the portfolios are the amount of equities/fixed income we use in each portfolio.

TWST: What is your process for evaluating and selecting ETFs for the portfolios? What are your research methods?

Mr. Wolfe: We created a proprietary research model that we've developed over the years to not only generate our asset allocations for each portfolio but to also aid us in security selection...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

View Comments (0)