A moderated Q&A between Ben Inker and Matt Kadnar as they answer RIA submitted questions on a variety of topics.

We recently polled our Nebo clients: “What one investment question would you want to ask Ben Inker, Co-Head of GMO Asset Allocation, today?” We got some classic reactions, like “Ooh! Ooh! This is like walking me into the Eccles Building and saying, ‘If you could ask Chair Powell one question, what would it be?’” and “Interesting. It's kind of like a ‘Dear Abby’ advice column. I like it.” We also received a lot of interesting questions about this “Ask an Allocator” opportunity, and we will try to answer them in time. Provided in this edition is Ben’s answer to one of our favorites from Rich Toscano, Investment Manager at Pacific Capital Associates and self-proclaimed “value investing nerd.”

Building on our first case study, we explore more deeply how Nebo incorporates your investment schema, capital market assumptions, and preferred methods of implementation. Nebo then uses these inputs for its proprietary, multi-period shortfall optimization allowing you to test your intuition and better understand the key decisions that are driving today’s portfolio allocation.

In this brief video, we walk you through a case study from one of our early advisors – how in minutes Nebo can help you build a strategic glide path, test its viability and then build a portfolio based on today’s market conditions.