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About Phil Huber, CFA, CFP®

As both a wealth management practitioner and an investment-industry thought leader, Phil Huber, CFA, CFP®, is uniquely qualified in helping investors design, implement, and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives.

Phil is the Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager. Prior to joining Cliffwater in 2024, Phil was the Chief Investment Officer for Savant Wealth Management, a multi-billion dollar wealth management firm. Phil has been involved in the financial services industry since 2007. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago.

He is the author of The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification.

Phil has been featured by a number of media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV.

Phil and his wife Christie live in the northwest suburbs of Chicago where they enjoy reading, yoga, and spending time with their daughter Hannah. He is also a lifelong, die hard professional wrestling fan.

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Why "bps and pieces"?

Besides being a play on words, the name carries special meaning to the blog’s mission of leveraging incremental insights to compound knowledge exponentially over time. The term “bps” (pronounced “bips”) is finance shorthand for basis points. A basis point represents one one-hundredth of a percent (0.01%). While it may seem like an insignificant measurement on the surface, every little “bp” matters in all facets of growth in our personal and professional lives - our portfolios, our relationships, our networks, and our accumulated wisdom.

The Allocator's Edge

The Allocator’s Edge is written with the practitioner in mind, providing financial advisors, institutional allocators, and other professional investors the confidence and courage needed to effectively understand, implement, and translate alternatives for their clients.

Alternative investments are the allocator’s edge for the portfolios of tomorrow — and this is the essential guide for advisors and investors looking to seize the opportunity.