Leonard Jay Weinstein

Strategic Advisers relies on both proprietary fundamental and quantitative fund research in managing or providing investment advice to its clients. Factors that the firm considers when investing in underlying funds include fund performance, a fund manager's experience and investment style, fund company infrastructure, and fund characteristics such as expense ratio, asset size, and portfolio turnover. They pursue a disciplined, benchmark-guided approach to portfolio construction, and monitor and adjust allocations to underlying funds as necessary to control overall fund risk and pursue appropriate returns.

Functions as a College/University