The Aden Group

CONNECT

Address:

1111 North 102nd Court
Ste 100
Omaha, NE 68114

Phone:

(402) 392-8422

Investment Strategies

 

The Aden Group has taken portfolio construction to a new level. We recognized that the Modern Portfolio Theory, introduced by Harry Markowitz in 1952, wasn’t so modern any more.

 

Our investment rotation strategy takes a broader look at overall portfolio volatility and the correlation of returns, to put forth a risk narrative in addition to return opportunities. We diversify among various asset classes to better address each investor’s needs, while seeking to lower their risk and volatility.

 

 - By paying attention to correlations relative to returns, we created new asset classifications based on Market Themes. 

 - We believe these offer truer diversification benefits and better opportunities to reach comparable market-like returns with reduced stages of volatility. 

 - We believe using this enhanced risk-based method allows us to construct portfolios that strive to meet return and volatility characteristics that are a better fit for our clients’ asset management needs.

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Check the background of this financial professional on FINRA's BrokerCheck