Greg Rutherford

Chief Executive Officer at

Cavalier Investments LLC

Finance

Consumer Services

Electronic Technology

Profile

Mr. Gregory A. Rutherford is a President & Chief Executive Officer at Cavalier Investments LLC.
His over 18 years of experience as a Financial Advisor is a strong assurance that Adaptive Investments recognizes the needs of advisors.
He was instrumental in the design of the Adaptive Investments strategies and for the majority of the relationships with the Fund’s Signal providers and Sub-advisors.
Prior to founding Adaptive Investments and FolioMetrix/RiskX, Mr. Rutherford was the co-founder and President of Tagge Rutherford Financial Group, a financial services firm founded in 1992.
He received a Bachelor of Science in Business Administration from the University of Nebraska Omaha and a Master of Business Administration from Golden Gate University.
He holds a designation as a Certified Financial Planner.

Greg Rutherford active positions

Companies	Position	Start
Cavalier Investments LLC Cavalier Investments LLC Investment ManagersFinance Adaptive Investments provides adaptive, risk-adjusted investment solutions for financial intermediaries seeking to position their clients in changing market conditions. The firm performs exhaustive research and testing to select industry-leading adaptive strategists and employ their processes on the Adaptive platform.	Chief Executive Officer	2015-08-03
PARTNERS WEALTH MANAGEMENT, LLC PARTNERS WEALTH MANAGEMENT, LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	-

All active positions of Greg Rutherford

Former positions of Greg Rutherford

Companies	Position	End
Lockheed Corp. Lockheed Corp. Aerospace & DefenseElectronic Technology Military & civilian space systems	Corporate Officer/Principal	-
FolioMetrix LLC FolioMetrix LLC Investment ManagersFinance FolioMetrix seeks to facilitate collaboration between financial advisors in the design and distribution of professionally-managed investment products. The firm's investment approach is designed to deliver dynamic portfolio optimization through a proprietary selective substitution scoring process. They offer equity and fixed-income investment products. FolioMetrix's equity design process, the URAG100 (Growth Allocation Model) maintains specific risk parameters and is combined with other FolioMetrix research products of varying risk levels and investment strategies. is an asset allocation neutral equity portfolio that utilizes a 5-step process to design, construct and monitor this portfolio model. The 5 steps are: screen, segment, select/substitute, structure and synthesize. The fund universe of over 25,000 equity and fixed-income strategies is screened to identify over 7,000 no-load funds and ETFs. Duplicate share classes and highly-leveraged/inversed strategies are removed to produce a target universe of approximately 3,700 funds. As the lead research product, URAG100 maintains specific risk parameters and is further combined with other FolioMetrix research products of varying risk levels and investment strategies. Next, the firm segments the 3,700 target funds into 3 key components: Core (moderate) Tactical I (aggressive) and Tactical II (moderately aggressive). They select 1700 Core Funds, 700 Tactical I Funds and 700 Tactical II Funds. A final list of 225 funds is divided into 3 groups: select, watch and substitute. The final step, FolioSynthesis, selects approximately 15 equity funds representing over 200 industries, sectors and asset classes/strategies. Portfolios are constantly monitored and adjusted to current market conditions. FolioMetrix's fixed-income design process, the URAF100 (Uptrade Research Fixed-Income) is a proprietary portfolio model that represents a best-in-class actively-allocated portfolio of fixed-income funds of varying yield, coupon rate, standard deviation, duration and maturity. URAF100 also serves as a dynamic benchmark to compare and measure the efficacy of various investment methods such as the FMX Total Return Mutual Fund (FMGRX).	Founder	-

See the detail of Greg Rutherford's experience

Training of Greg Rutherford

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Greg Rutherford's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	6
University of Nebraska University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lockheed Corp. Lockheed Corp. Aerospace & DefenseElectronic Technology Military & civilian space systems	Electronic Technology
Golden Gate University Golden Gate University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FolioMetrix LLC FolioMetrix LLC Investment ManagersFinance FolioMetrix seeks to facilitate collaboration between financial advisors in the design and distribution of professionally-managed investment products. The firm's investment approach is designed to deliver dynamic portfolio optimization through a proprietary selective substitution scoring process. They offer equity and fixed-income investment products. FolioMetrix's equity design process, the URAG100 (Growth Allocation Model) maintains specific risk parameters and is combined with other FolioMetrix research products of varying risk levels and investment strategies. is an asset allocation neutral equity portfolio that utilizes a 5-step process to design, construct and monitor this portfolio model. The 5 steps are: screen, segment, select/substitute, structure and synthesize. The fund universe of over 25,000 equity and fixed-income strategies is screened to identify over 7,000 no-load funds and ETFs. Duplicate share classes and highly-leveraged/inversed strategies are removed to produce a target universe of approximately 3,700 funds. As the lead research product, URAG100 maintains specific risk parameters and is further combined with other FolioMetrix research products of varying risk levels and investment strategies. Next, the firm segments the 3,700 target funds into 3 key components: Core (moderate) Tactical I (aggressive) and Tactical II (moderately aggressive). They select 1700 Core Funds, 700 Tactical I Funds and 700 Tactical II Funds. A final list of 225 funds is divided into 3 groups: select, watch and substitute. The final step, FolioSynthesis, selects approximately 15 equity funds representing over 200 industries, sectors and asset classes/strategies. Portfolios are constantly monitored and adjusted to current market conditions. FolioMetrix's fixed-income design process, the URAF100 (Uptrade Research Fixed-Income) is a proprietary portfolio model that represents a best-in-class actively-allocated portfolio of fixed-income funds of varying yield, coupon rate, standard deviation, duration and maturity. URAF100 also serves as a dynamic benchmark to compare and measure the efficacy of various investment methods such as the FMX Total Return Mutual Fund (FMGRX).	Finance
Cavalier Investments LLC Cavalier Investments LLC Investment ManagersFinance Adaptive Investments provides adaptive, risk-adjusted investment solutions for financial intermediaries seeking to position their clients in changing market conditions. The firm performs exhaustive research and testing to select industry-leading adaptive strategists and employ their processes on the Adaptive platform.	Finance
PARTNERS WEALTH MANAGEMENT, LLC PARTNERS WEALTH MANAGEMENT, LLC Investment ManagersFinance Provides investment advice	Finance