Model Portfolio Delivery Service (MPDS)

Jay’s personal investment portfolio serves as the basis for TPW Advisory’s (TPWA) model portfolio delivery service (MPDS). Uniquely, he & his clients eat the same cooking. TPWA offers two specific global model portfolios, both of which are updated monthly; a global multi asset model of roughly 25 ETFs with significant thematic exposure and the TPW 20, a 100% thematic global equity model consisting of 20 ETFs. The TPW 20 is among the very few 100% thematic models available today. (link)

Jay has been investing his own capital in a global, multi-asset, ETF-based portfolio strategy since 2003. His process has been both honed & stress tested by 2008-9’s Great Financial Crisis, The Taper Tantrum of 2013 and the Covid Crash of 2020. 

He has 25 + years of dedicated global multi-asset investment experience in 50 countries around the globe. Over the past decade, Jay has refined his proprietary Tri Polar World (TPW) framework and Global Risk Nexus (GRN) process into TPWA’s innovative, replicable investment method.

Step One is the research & Monthly writeup. Step Two incorporates the model portfolio review & construction processs. Step Three culminates in the model delivery & monthly one on one call with Jay (link). The MPDS requires a $500K minimum asset size; fee structure is available upon request.

As a macro investor, Jay believes deeply in the alpha generating opportunity provided by thematic investing, especially when executed via ETFs (MSCI link). He utilizes the 2,500 strong US listed ETF universe with its $6T in assets to construct the TPWA model portfolios. Tax efficient, low cost and perfect for thematic investing, ETFs offer an edge to those like Jay who know how to use them.

An original thinker, Jay believes his Covid speed model– the successful merging of global intellectual and financial capital to meet a singular challenge (i.e., Covid vaccine) – represents a paradigm shift that will be replicated in Climate, Cyber and the melding of traditional Finance, Fintech and Crypto. Jay lives at the forward edge of global macro investing – put his models to work for you.