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 Phillip ‘Felipe’ Toews
A pioneer in applying behavioral finance to portfolio construction, Phillip Toews is the lead portfolio manager of the Toews Funds, CEO of Toews Asset Management, and the co-founder of the Behavioral Investing Institute. His work, and his new book, The Behavioral Portfolio® is dedicated to helping advisors navigate market volatility while keeping clients engaged, informed, and on track.
Interviews, Podcasts & Presentations
Orion Ascent Conference
Beyond the Second Circle: Rethinking Risk and Resilience in Today’s World
What lies beyond the second circle, and are we prepared to face it? Phillip ‘Felipe’ Toews, President of Toews Asset Management and Rick Williamson enjoy a thought-provoking fireside chat on the highly contagious “Corona-Bias.” Together, they discuss how today’s global challenges—such as soaring sovereign debt and shifting demographics—are pushing advisors to rethink traditional portfolio strategies.
In this quick yet impactful conversation, Felipe shares how an “All In” mindset—focused on adaptability and preparation—can help advisors and their clients stay resilient in the face of uncertainty. Explore how blending adaptive strategies, hedged equity, and innovative fixed income can help create more resilient portfolios in an unpredictable world.
Upcoming & Past Speaking Events
- FPA
Miami, FL | Nov 18 2025 - FPA
Orange County, CA | Feb 18 2026 - Master the 351 Exchange: Your Gateway to Tax-Deferred Diversification
Webcast Oct 29 - GWN Conference
Hollywood, FL | Oct 19-23 - Orion Elite Advisor
Tucson, Az | Oct 13-15 - Wealth Management Edge
June 10-12, 2025 | Boca Raton, FL - Barron’s Teams Summit
April 9-11, 2025 | Los Angeles, CA - Orion Ascent 2025 Conference
February 2-6, 2025 | Orlando, FL
Download a Free Chapter of the Book
Chapter 3: The Existential Risks of the 60/40 Portfolio and Challenges of a High-Debt World
Get a glimpse into an all-seasons investing framework that helps you manage risk wisely and invest with confidence.
Your Guide to Enduring Investments
Don’t let market noise and emotional impulses influence your investing decisions. Our new Investment Owner’s Manual helps cut through the hype and navigate the ups and downs with a clear, contrarian perspective. Learn about enduring portfolios designed to hedge against significant losses, sidestep costly bubbles, and maintain focus on long-term growth, even when your emotions tell you otherwise.