Transform Your Practice with the Power of Behavioral Portfolios

“Conventional portfolios can be obliterated by extended stock market drops or hyperinflation and require that advisors ignore important historical precedents when building them.“

Felipe Toews signs the wall at the New York Stock Exchange after ringing the bell celebrating the launch of Toews Agility Shares ETFs.

The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy

  • Are your clients’ portfolios truly diversified, or are they vulnerable to extreme market crises?
  • Are bonds really the safe haven you believe them to be?
  • Are you equipped to help your clients navigate the challenges of market downturns?

The financial advisory industry is beset by two largely unacknowledged problems. First, conventional portfolios leave investors vulnerable during severe market crises. Second, the way that advisors educate investors about their portfolios isn’t effective at helping them curb biases. 

The Behavioral Portfolio offers a new framework for building resilient portfolios and engaging with clients in a way that addresses these core challenges.

About the book

About Phillip ‘Felipe’ Toews

A pioneer in applying behavioral finance to portfolio construction, Phillip Toews is the lead portfolio manager of the Toews Funds, the CEO of Toews Asset Management, and the co-founder of the Behavioral Investing Institute. His work is dedicated to helping advisors navigate market volatility while keeping clients engaged, informed, and on track.

Learn More

Felipe’s presentation at Ascent sparked a crucial conversation about how our industry can better serve investors. You could see how eager attendees were to implement his strategies, and the overwhelming response was evident—his book signing drew one of the longest lines at the conference. It’s easy to see how his insights left a lasting impression, making his session, and his strategies, a huge standout.

– Rick Williamson, Director of Brand Experience, Orion

Upcoming Events

Orion Ascent 2025 Conference
February 2-6, 2025  |  Orlando, FL

Barron’s Teams Summit
April 9-11, 2025  |  Los Angeles, CA

Wealth Management Edge
June 10-12, 2025  |  Boca Raton, FL

Speaking Engagements

Download the Key Ideas Guide

Get Felipe’s framework for building resilient portfolios and proactively engaging with clients to help them navigate market challenges.

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