Your Investment Goals
Whether your goals are lifetime income, asset protection, or multi-generational wealth, we can help grow and protect your assets …
A Few Words About Us
Right Blend Investing, LLC (RBI) is a Registered Investment Advisor in the state of New Jersey. RBI is an independent firm, and is wholly owned by Robert J. Martorana, CFA.
RBI is a fee-based firm, and it operates as a fiduciary. It is organized to serve the best interests of clients, and the investment professionals at RBI are held to the Code of Ethics and Professional Standards created by the CFA Institute.
Our Business Model Is Objective and Customized
Right Blend Investing offers objective investment advice that is customized for each client. This drives all of the products and services we offer, and it is built into our business model.
What We Do
Portfolio Management
Sound asset management is the foundation of your financial freedom. Right Blend believes that creating the “right blend” of assets is an ongoing process …
Portfolio Construction
Right Blend Investing combines a wide variety of investments to create fully-diversified portfolios for our clients …
Alternative Investments
Right Blend Investing uses a variety of alternative mutual funds and Exchange Traded Funds (ETFs). These include strategies such as managed futures …
ERISA Plan Services
Right Blend Investing offers customized 401(k) plans for small businesses. Please see this presentation for a full description of our services …
Fees
Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance based on the amount of assets managed …
Research and portfolio evidence
Right Blend Investing’s approach to alternatives reflects new perspectives about portfolio management, as shown in the exhibit alongside. These perspectives are the foundation of our investment philosophy.
The founder of Right Blend Investing, Robert Martorana, has published over 500 pages of research since 2011 as a Senior Analyst at Strategic Insight. This includes the SI Alternatives Study 2013.
The process starts with a “core” portfolio of stocks and bonds that allows for tactical moves and cost-effective rebalancing. Then we add alternative strategies that offer a range of benefits, such as inflation protection, enhanced income, volatility management, and hedging of unusual risks. This approach to portfolio management is often used by pension funds and endowments, and is nicknamed the “Endowment Model.”
