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Managing Your Money: How to Position For the Market's Next Phase

Barron's Live

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Crescets' Different Thematic Strategies in the Stock Market

Jack Crescets: We really divide our investment strategies into four buckets, if you will. And we continually rebalance in that direction. So we've built these strategies in 2020, third quarter of 2020, and have nine strategies today. They're all defined by time horizon; liquidity bucket is overnight to three years,. Diversified income strategy is 3 to seven years. A growth strategy from 7 to 15 years, and then an aspirational strategy from 15 years and beyond.

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