Adaptive Investments

About

Adaptive Investments our mission: make portfolios smarter Focused on the Evolution of Adaptive Correlation find out how our products seek to: Enhance performance in up markets by playing offense. Reduce losses in down markets by playing defense Explore our Products, Portfolios Services: ETFs 3(38) SMART Portfolio our beliefs: 1. Clients want benchmark-like returns in up markets, and protection in down markets. 2. Behavioral finance confirms clients want it all, but experience: a. greed during over-performing market periods b. fear from rapidly falling market conditions Adaptive Investments offers products that assure Financial Advisors deliver what clients expect. over a century of experience Featured February 19, 2018 Greg Rutherford, CFP February 19, 2018 Greg’s 18 years of experience as a Financial Advisor is a strong assurance that Adaptive Investments recognizes the needs of advisors. Greg was instrumental in the design of the Adaptive Investments strategies and for the majority of the relationships with the Fund’s Signal providers and Sub-advisors. Prior to founding Adaptive Investments and FolioMetrix/RiskX, Greg was the co-founder and President of Tagge*Rutherford Financial Group, a financial services firm founded in 1992. Greg holds a designation as a Certified Financial Planner™ and received a Bachelor of Science in Business Administration from the University of Nebraska – Omaha and a Master of Business Administration from Golden Gate University. Greg resides in Car

Key Contact

Geographic Focus