Craig Israelsen

Craig L. Israelsen, Ph.D., is one of the nation’s foremost academics in the field of indexes and passive investing. His quarterly slide presentations help financial advisors communicate about timely topics in strategic asset allocation and can be used in blog posts, newsletters, webinars, and client meetings.

Financial advisors adhering to Modern Portfolio Theory and designing broadly diversified portfolios based on strategic asset allocation use Prof. Israelsen’s quarterly slide presentations to explain timely investment topics to clients.

Each presentation is branded to your firm and is available for $75. Purchase them here.

Israelsen delivers the presentation at a quarterly webinar at Advisors4Advisors.com. You can attend his quarterly webinars and receive CE credit for all of his session by joining A4A for $60 a year.

An Associate Professor at Brigham Young University in Provo, Utah, he teaches Personal and Family Finance to over 1,200 students each year.

Israelsen has devised a multi-asset balanced portfolio, the 7Twelve Portfolio. The 7 represents the suggested number of asset classes to include in a portfolio, while 12 represents specific mutual funds or exchange-traded funds used to invest across all seven asset classes.

Unlike a traditional two-asset, 60/40 balanced fund, the 7Twelve balanced strategy utilizes multiple asset classes to enhance performance and reduce risk. Approximately 65% of the portfolio is invested in equity and diversifying assets while about 35% is invested in bonds and cash.

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