Former T. Rowe Price Equity Trader, Mark Schlarbaum joins Trident Distribution Partners LLC

Oct 10, 2014, 16:05 ET from Trident Distribution Partners

WAYNE, Penn., Oct. 10, 2014 /PRNewswire/ -- The catalyst that drives change is sometimes traumatic in nature. This certainly was the backdrop of the financial services industry after unregulated systemic risk led to historic financial stress, engineering the second of two bear market events, resulting in the infamous "lost decade" for investors. The fallout left our industry's investment professionals rethinking Modern Portfolio Theory and the diversified approach to traditional portfolio construction. Conversations between research analysts, wholesalers and advisors moved toward analyzing a broader universe of asset classes and active risk management in an attempt to improve client-centric outcomes, such as retirement income, volatility thresholds, and goals based investing. This is a Paradigm Shift from past distribution methods which compared returns based on indices and "style boxes", while leveraging "bigger is better" firm branding.  For more information please visit www.tridentdp.com

A new frontier of distribution has evolved on a granular basis, using data and technology for Predictive Analysis to increase the probability of a "quality advisor contact" leading to a successful relationship. This model is focused on decision makers that have a strategic impact within their area of asset class expertise. Most importantly, the template is based on improving the client's asset allocation results, assisting the fiduciary to hit a well defined investment objective - producing the framework for a more collaborative high quality engagement.

Implementing the resource of predictive data coupled with a consultative approach to asset allocation, our team effectively communicates the positive attributes of an investment strategy with Advisors that generally fall into 3 camps:

  • Rep Directed / Rep as PM: Advisors who build sophisticated portfolios with disciplined manager search criteria, filtering for "best in class" risk adjusted results, examining correlations across asset classes and threading in (liquid) alternative ideas to thwart tail risk events - all with seamless integration in one account.
  • Multi Asset Class: Advisors who use one strategy for the core holdings and then select active/tactical solutions to provide market exposure and assist in risk management.
  • Delegators: Advisors who allocate to turnkey asset management programs or home office fiduciary research driven solutions.

The conversation between Advisors and Clients has evolved to be more holistic, not just understanding their risk tolerance or income needs, but Advisors are making a sincere effort to understand lifestyle priorities. Best practices of today's top Advisors, dig deep to explore Behavioral Finance Trends in an attempt to build a relationship on the reality of human emotion, balancing the ebb and flow of economic cycles, variability of asset class returns and the impact on the "psychology of investing". This initiative helps with expectations; a key driver which can divide an investment return vs. the investor return.

Mark Schlarbaum a former institutional equity trader at T Rowe Price, and hedge fund portfolio manager for Palliser Bay Investment Management joins Trident Distribution Partners, LLC. in Business Development.  As a Principal of the firm, Mark will focus on raising assets for the West Coast region as well as providing research and analytics to the Trident sales force. "We are pleased to bring Mark Schlarbaum on board as a member of the team and look forward to his immediate contribution.  He brings over 22 years of investment experience to our collective effort with a unique skill set that adds an important area of expertise to our long term business plan," says Marc Dent Co- Founder of Trident Distribution Partners.

Trident provides distribution and consulting services for the Managed Solutions Industry, specializing in multi asset class mandates that consist of Unified Managed Accounts (UMA), Separately Managed Accounts (SMA), ETF -40 ACT Fund Strategist.  www.tridentdp.com

CONTACT: Mark Schlarbaummschlarbaum@tridentdp.com, 1-949-556-8800

 

SOURCE Trident Distribution Partners



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http://www.tridentdp.com