Education
Georgetown University, CUNY Brooklyn, New York University

Qualifications
MA Computer Science and Information Systems, MBA Finance & International Business.

Investment Experience
Investment Experience over 20 years

Company Name
Financial Freedom Management LLC

Financial Freedom Management LLC

Financial Freedom Management LLC is a New Jersey-based registered investment adviser. Humberto Portillo founded Financial Freedom Management LLC in 2015. Humberto has a 20-year background in the development of large-scale financial services computer systems. In 1996 he received his MBA in Finance and International Business from New York University with distinction. Humberto uses these skills to research and develop portfolios using a quantitative approach. He strives to actively manage risk. Humberto believes that if an investor cannot ride out the downturns in the market he will fail to benefit from investing in equities.

Investment portfolio

The Ivy 5 Downside Protected (Ivy 5) portfolio is a global asset allocation strategy.  The Ivy 5 implements a strategy used by the large Ivy League endowments as researched by Faber and Richardson (2009).  The five asset classes that the Ivy 5 portfolio invests in are US equities, foreign equities, fixed income, real estate, and commodities.  Over this set of assets we layer on quantitative risk management strategies that seek to reduce the volatility and drawdowns of the portfolio.  The latest quantitative research is employed to improve the risk-return characteristics of the portfolio.

Strategy
ETFs / Funds
Sharpe ratio
0.79 365 days
Performance
5.4% 365 days
Risk score
Fees
  • 0.75% fee
  • $15,000 min


Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.