PANEL: The Options Evolution: Derivatives at the Core of ETF Innovation

Phillip (Felipe) Toews is CEO of Toews Asset Management and a Portfolio Manager of Toews Funds and Toews Agility Shares ETFs.

Founded in 1994, Toews Asset Management offers a suite of ETFs, mutual funds and model portfolios that seek to deliver competitive returns while managing the downside.

Phil conceived a modern framework for investing that he refers to as the Behavioral Portfolio. This all-season approach to portfolio construction addresses the potential for extreme market duress in either equities or fixed income markets.  It also helps deliver a smoother glide path for investors which potentially reduces an investor’s behavioral challenges along the way. 

Phil is co-founder of Toews Behavioral Investing Institute, which focuses on investor behavior. It offers an exclusive program for financial advisors and institutions looking to improve their practice management and create a meaningful client experience.

He has appeared on CNBC, Bloomberg TV/Radio, Fox Business News, and is quoted frequently in financial publications.