Adaptive Investments
Gregory A. Rutherford has a diverse work experience in finance and investment. Gregory A. is currently the President & CEO of Adaptive Investments, an advisory firm specializing in mutual funds, ETFs, and separately managed accounts. In this role, they oversee the company's dynamic portfolio solutions that adapt to changing market conditions. Prior to their current position, Gregory co-founded RiskX Funds and Portfolios by FolioMetrix, where they served as a Co-Founder. Gregory A. also has experience as the President of Tagge*Rutherford Financial Group and as a Finance Supervisor at Lockheed. Gregory's expertise lies in investment management and financial planning.
Gregory A. Rutherford completed their education in a chronological manner. Gregory A. first attended Omaha Northwest Magnet High School from 1978 to 1981, where they obtained a high school diploma. Following that, they enrolled at the University of Nebraska-Lincoln in 1981, focusing on Business Finance for an unspecified period of time, though they didn't receive a degree from this institution. Gregory A. then transferred to the University of Nebraska at Omaha, where they pursued a Bachelor of Science in Business Administration (BSBA) degree with a concentration in Finance. Gregory A. completed their undergraduate education at the University of Nebraska at Omaha from 1982 to 1984.
After obtaining their BSBA degree, Gregory A. Rutherford continued their education at Golden Gate University from 1986 to 1989. During this time, they pursued a Master of Business Administration (MBA) degree with a specialization in Finance. No further information is provided on any certifications or additional educational experiences after completing their MBA.
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Adaptive Investments
Adaptive Investments is a mutual fund, ETF and separately managed accounts (SMA) advisory firm offering dynamic portfolio solutions that adjust to risk based on changing market conditions. Adaptive Investments was founded in 2015 and is the Investment Advisor to the Adaptive Funds. INVESTMENT PHILOSOPHY Cavalier Investments was founded on the principle that the 1950s era buy-and-hold tenet of the Modern Portfolio Theory no longer best serves investors in today’s turbulent markets. Cavalier adheres to the theory of adaptive correlation, which offers a more agile approach to reallocating assets with shifting markets, aiming to deliver investors both relative returns in up markets and protection against losses in down markets. MANAGER SELECTION Through extensive research and due diligence, Cavalier strives to identify managers who have demonstrated: benchmark performance in up markets; defensive positioning in down markets; consistent adherence to its stated investment philosophy; continuity of management team; and long-term performance that meets or exceeds our fiduciary scoring review.