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Guidelines for Achieving Broad Portfolio Diversification

About Us

Dr. Craig L. Israelsen

Craig L. Israelsen, Ph.D., is an Executive-in-Residence in the Financial Planning Program at Utah Valley University (UVU) in Orem, Utah.

He holds a Ph.D. in Family Resource Management from Brigham Young University (BYU). He received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University.

Prior to teaching at UVU he taught at BYU and University of Missouri-Columbia.

Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He writes monthly for Financial Planning magazine and is a regular contributor to the Journal of Indexes and Horsesmouth.com. His research has also been published in the Journal of Financial Planning, Journal of Asset Management (U.K.), Journal of Performance Measurement, Asia Financial Planning Journal (Singapore), Journal of Family and Economic Issues, and Financial Counseling and Planning.

His research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine, and Bottom Line Personal.

Dr. Israelsen is the developer of the 7Twelve Portfolio and the author of three books. His most recent book is titled 7Twelve: A Diversified Investment Portfolio with a Plan (John Wiley & Sons, 2010).

He is also a principal at Target Date Analytics LLC, a firm that has developed indexes for the benchmarking and evaluation of target date/lifecycle funds.

He is married to Tamara Trimble. They have seven children: Sara, Andrew, Heidi, Mark, Nathan, Emma, and Jared. Hobbies include running, biking, swimming, woodworking, and family vacations. He has competed in the Boston Marathon five times but has never won.

Acknowledgements

The valuable insights of Robert Katz, Bryce Kurfees, Andy Martin, and Bob Vaughan have helped in the development of the 7Twelve portfolio. I trust their input will also contribute to its refinement going forward.

Contact Information

7Twelve®
1320 East Hobble Creek Drive
Springville, Utah 84663
Phone: (801) 489-4711

Customer Service
E-Mail: 7TwelveInfo@7TwelvePortfolio.com

Craig L. Israelsen, Ph.D.
Email: Craig@7TwelvePortfolio.com

Disclaimer

The mention of products by name in this document (mutual funds, exchange traded funds, exchange traded notes) does not represent an endorsement or guarantee of future performance. Determining investment suitability of individual products, portfolio design, and asset allocation is the sole responsibility of each investor and his/her financial advisor. Craig L. Israelsen is not an investment advisor. He is a researcher, author, and consultant.

   
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