Last updated: October 15 2025

Acuity 2025: Building Resilient Portfolios for Retirement

Tyler Wagner, CFA, Portfolio Manager at BCV Asset Management, gold sponsor at the Acuity Conference for Distinguished Advisors (DAC) being held next month in Puerto Vallarta, is on a mission to build resilient portfolios at this important juncture in the retirement planning landscape. It’s not to late to register, build knowledge, skills, network with leading experts and earn CE Credits, too. Check out why have conversations about resilient portfolios is such an important part of year end planning:  

The Backdrop. We asked Tyler what’s the key issue in a happy scenario in market performance despite geo-political risks. “Markets today have had an exceptional run, powered in large part by massive investments in artificial intelligence. However, with markets continuing to push all-time highs, investors today are concerned about how to protect their portfolio from downturns, continue to rely on their portfolio to generate income amid an uncertain inflationary environment, while still trying to maximize the value of their investments.”

The Approach to the Issue. Using a starting point of January 2000, Tyler will walk advisors through a proprietary analysis to look at how different approaches to asset allocation, rebalancing, and drawing income has impacted investor performance, using a starting point of January 2000.

What Do You Hope Advisors Will Take Away? There are three key discussion points to think about in this new era of risk and reward, according to Tyler:

  1. Equities have historically been critical to growth & outpacing inflation, but the stats bear out that time horizon and draw rates limit the degree to which they are effective.
  2. Less is more when it comes to rebalancing
  3. Balance protects against short-term volatility, but comes at the opportunity cost of long-term returns

The Bottom Line: Advisors and their clients who are nearing retirement, or who are retired and wanting to zero in on the options for resilience building with different portfolio structures and  strategies, may find that their investment experience throughout their remaining planning time horizon may be quite significantly impacted.

See the full agenda and register on the official conference site!