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Mark Asaro
Chief Investment Officer of Noble Wealth Management, an RIA firm managing over $320 million in assets. Expert in liability-driven investing (LDI) for retirement portfolios.
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Oct 15, 2024
• 1h 29min
Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro
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Mark Asaro, Chief Investment Officer of Noble Wealth Management, shares his expertise in liability-driven investing (LDI) for retirement portfolios. He discusses how LDI can help navigate sequence of return risk by matching retirement portfolios to clients' spending needs. Mark emphasizes the importance of using closed-end bond funds for income stability and adapting portfolios based on market conditions. He reflects on his firm's strategic adjustments during the 2022 downturn and redefines success in financial advising, prioritizing client well-being and financial stability.
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