Brian Ernest Huckstep

Founder at

Advyzon Investment Management LLC

56 year

96 connections

Finance

Consumer Services

Commercial Services

Profile

Mr. Brian E.
Huckstep, CFA MBA, is a Chief Investment Officer & Co-Founder at Advyzon Investment Management LLC.
He has been in the investment industry for over 30 years.
Mr. Huckstep began his career in commercial lending at Bank One for two years.
He spent the next nine years doing retirement plan auditing and investment software development at Northern Trust.
He spent a majority of his career at Morningstar, where he spent two years as Director in their Mutual Fund Data Team and then fifteen years as a Portfolio Manager and Head of US Asset Allocation, managing over $13 billion of diversified fund-of-fund strategies for large broker/dealers, mutual fund companies, insurance companies and strategist platforms.
Mr. Huckstep received his Bachelors in Economics degree from the University of Michigan and a Master’s in Business Administration (MBA) from The University of Chicago Booth School of Business.
He is a CFA Charter Holder and has a CFP Designation.

Brian Ernest Huckstep active positions

Companies	Position	Start
Advyzon Investment Management LLC Advyzon Investment Management LLC Investment ManagersFinance Provides investment advice	Founder	2022-01-31

All active positions of Brian Ernest Huckstep

Former positions of Brian Ernest Huckstep

Companies	Position	End
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.	Portfolio Manager-Equities	2019-10-31
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations.	Portfolio Manager-Equities	2015-12-30
MORNINGSTAR, INC.	Corporate Officer/Principal	2004-12-30
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Corporate Officer/Principal	2003-06-29

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Linked companies

Private companies	7
Morningstar, Inc. Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services	Commercial Services
Ibbotson Associates, Inc. Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations.	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Finance
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.	Finance
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Advyzon Investment Management LLC Advyzon Investment Management LLC Investment ManagersFinance Provides investment advice	Finance