--- title: "Right Blend Investing, LLC" url: https://rightblendinvesting.com/ description: "Archived site of Right Blend Investing, LLC, a fee-based Registered Investment Advisor in the state of New Jersey wholly owned by Robert J. Martorana, CFA." published: 2014-04-10 updated: 2013-11-14 --- # Right Blend Investing, LLC Published 2014-04-10 · Updated 2013-11-14 A Registered Investment Advisor in the state of New Jersey. A fee-based firm that operates as a fiduciary. ## New on the site [01**5 Quantum Stocks Developing Quantum Sensors and Measurement Systems**Sep 02, 2026](https://rightblendinvesting.com/5-quantum-stocks-developing-quantum-sensors-and-measurement-systems/) [02**5 Undervalued Quantum Stocks Based on Price-to-Sales Ratios**Aug 26, 2026](https://rightblendinvesting.com/5-undervalued-quantum-stocks-based-on-price-to-sales-ratios/) [03**7 Diversified Quantum Stocks with Multiple Sources of Revenue**Aug 25, 2026](https://rightblendinvesting.com/7-diversified-quantum-stocks-with-multiple-sources-of-revenue/) [04**5 High-Risk, High-Reward Quantum Stocks for Speculative Investors**Aug 25, 2026](https://rightblendinvesting.com/5-high-risk-high-reward-quantum-stocks-for-speculative-investors/) [05**5 Telecommunication Stocks Generating Strong Free Cash Flow**Aug 21, 2026](https://rightblendinvesting.com/5-telecommunication-stocks-generating-strong-free-cash-flow/) [06**7 Quantum Stocks to Watch in 2026: Established Leaders and Emerging Players**Aug 03, 2026](https://rightblendinvesting.com/7-quantum-stocks-to-watch-in-2026-established-leaders-and-emerging-players/) [07**7 Best Public Quantum Companies to Watch This Year**May 23, 2026](https://rightblendinvesting.com/7-best-public-quantum-companies-to-watch-this-year/) [08**9 Public Quantum Companies Building Different Parts of the Computing Stack**May 15, 2026](https://rightblendinvesting.com/9-public-quantum-companies-building-different-parts-of-the-computing-stack/) More [09**7 Revenue-Generating Quantum and Quantum-Adjacent Stocks to Watch**Mar 10, 2026](https://rightblendinvesting.com/7-revenue-generating-quantum-and-quantum-adjacent-stocks-to-watch/) [10**8 Emerging Public Quantum Companies Beyond the Market Leaders**Nov 15, 2025](https://rightblendinvesting.com/8-emerging-public-quantum-companies-beyond-the-market-leaders/) ## 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. [Read the full firm statement](https://rightblendinvesting.com/about/our-firm/) Robert J. Martorana, CFA — Portfolio Manager ## Firm facts **Founded**: 2009 **Ownership**: Independent; wholly owned by Robert J. Martorana, CFA **Registration**: Registered Investment Advisor, State of New Jersey **Compensation**: Fee-based; operates as a fiduciary **Standard fee**: 1.0% of assets under management **Custodians**: Fidelity, Charles Schwab or TD Ameritrade Every line above is taken from the archived Right Blend Investing pages. ## What We Do ### Your Investment Goals Whether your goals are lifetime income, asset protection, or multi-generational wealth, we can help grow and protect your assets … [More](https://rightblendinvesting.com/services/your-investment-goals/) ### 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 … [More](https://rightblendinvesting.com/services/investment-philosophy-and-process/) ### Portfolio Construction Right Blend Investing combines a wide variety of investments to create fully-diversified portfolios for our clients … [More](https://rightblendinvesting.com/services/portfolio-construction/) ### Alternative Investments Right Blend Investing uses a variety of alternative mutual funds and Exchange Traded Funds (ETFs). These include strategies such as managed futures … [More](https://rightblendinvesting.com/alternative-investments/) ### 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 … [More](https://rightblendinvesting.com/services/erisa-plan-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 … [More](https://rightblendinvesting.com/services/fees/) ## 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.” [Blending Alpha and Beta: Building a Mini-Endowment](https://rightblendinvesting.com/editors-picks/blending-alpha-and-beta-building-a-mini-endowment/) The Evolution of Portfolio Management — archived Right Blend Investing exhibit ## Publications ### [Why billions are pouring into blockbuster funds](https://rightblendinvesting.com/publications/why-billions-are-pouring-into-blockbuster-funds/) Originally published on CNBC · Robert J. Martorana, CFA ### [The Case For Managed Futures In A Bull Market](https://rightblendinvesting.com/editors-picks/the-case-for-managed-futures-in-a-bull-market/) Originally published on Seeking Alpha · Jessica Rabe ### [Review And Outlook Of S&P 500 Earnings, Dividends, And Balance Sheets](https://rightblendinvesting.com/publications/review-and-outlook-of-sp-500-earnings-dividends-and-balance-sheets/) Originally published on Seeking Alpha · Robert J. Martorana, CFA ### [Listed Private Equity: From Skeptic To Believer](https://rightblendinvesting.com/publications/listed-private-equity-from-skeptic-to-believer/) Originally published on Seeking Alpha · Robert J. Martorana, CFA ### [Simple, Safe, and Cost-Effective: Using a Core/Satellite Approach in Your 401(k)](https://rightblendinvesting.com/editors-picks/simple-safe-and-cost-effective-using-a-core-satellite-approach-in-your-401k/) Originally published on the CFA Institute · Robert J. Martorana, CFA [All ten publications](https://rightblendinvesting.com/publications/) ## Contact Info If you would like more information about our services, please contact me directly. Sincerely, **Robert J. Martorana, CFA** Portfolio Manager Right Blend Investing, LLC 856 Route 206 South Building A, Unit 202 Hillsborough, NJ 08844 [Rob@rightblendinvesting.com](mailto:Rob@rightblendinvesting.com) Right Blend Investing is registered as a financial advisor in the state of New Jersey.