Adaptive Investments
Kevin Hanney, CIMA has a diverse work experience in the financial industry. Kevin started their career in 1993 at Prudential Investments, where they held various senior roles, including Senior VP/ Nat'l Sales Mgr- Mgd. Accts/ Mutual Funds/ Annuities. Kevin worked there until 2012. In 2012, they joined Adaptive Investments as the National Sales Director and later became the Director of National Sales. Kevin continued their career at FolioMetrix as a Senior Consultant from 2013 to 2015. In 2015, they joined 20/20 Financial Advisers, LLC, where they served as a Business Development professional until 2016. Overall, Kevin Hanney has a strong background in sales and business development in the financial industry.
Kevin Hanney, CIMA has a Bachelor of Arts (BA) degree in economics from Colgate University. It is not specified when they completed their undergraduate education. Additionally, they hold a Master of Business Administration (MBA) degree from Pace University-New York, which they completed from 1987 to 1990.
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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.