Eric Crittenden of Standpoint Asset Management - What Does It Mean to Take an All Weather Approach to Investing?

Orion's The Weighing Machine

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

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• 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