Are you tired of struggling to build a portfolio that actually works for your investment needs?

In this episode, Robert Hoyt, Ph.D., Principal and President of MCM Wealth, talks about building investment portfolios that work. He shares how his diverse experience in the financial industry and as a psychologist has had an impact on how he builds portfolios and dives into the essentials of a functional investment portfolio.

Bob discusses: 

• How his diverse experiences as a psychologist, hedge fund manager, entrepreneur, and financial advisor have influenced his views on building portfolios that work
  
• What MCM Wealth’s client discovery interview is and how it helps advisors understand what makes their clients tick
  
• What freedom often looks like to investors
  
• How the technology platform at MCM Wealth is different from the technology other advisors use
  
• What a satellite portfolio is
  
• Why someone would want a second opinion on their portfolio
  
• What time horizon investing is
  
• How the three buckets of investing, short-term, intermediate-term, and long-term, work
  
• What precision customization is and why do we need it
  
• And more
  

Resources:

• Time Horizon Investing & Portfolio Construction with Kirk Loury (Ep. 5)
  

Connect with Geoff Hakim: 

• MCM Wealth
  
• Office: 844-626-4949
  
• LinkedIn: Geoff Hakim
  
• geoff@mcmwealth.com
  
• Direct Line: 415-299-6574
  

Connect with Robert Hoyt:

• MCM Wealth
  
• LinkedIn: Robert Hoyt
  
• info@mcmwealth.com
  
• Direct Line: 844-626-4949
  

About our Guest: 

Robert Hoyt, Ph.D., is Principal and President of MCM Wealth and chairs the Investment Committees for both MCM Wealth and the AMP I Fund. Dr. Hoyt began his career practicing clinical psychology while serving as an Adjunct Professor at Mount Sinai medical school. He then worked within his family’s industrial distribution business, eventually becoming CEO and ultimately taking his business public. He became CIO of his own family office in 2000. In 2004, he also became a partner and a member of the Investment Committee of a hedge fund that made private placements in public securities (PIPES). Ten years later, he founded Blue Hall Wealth Advisors. And in 2021, after years of sharing ideas and collaborating on projects with Geoffrey Hakim, he joined Marin Capital Management. Robert received his B.A. from Sarah Lawrence College, a master’s degree from Northwestern University, and Ph.D. in clinical psychology from Yeshiva University.