Portfolio Wizards provides a discreet outsource for investment problem solving to the investment community, with experience addressing the needs of consultants, plan sponsors, and asset managers.
Efficient risk management
New product development
Hedging, rebalancing, benchmarking
Investment decision making efficiency
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About Thomas M. Anichini, ASA, CFA
Tom has managed equity portfolios for institutional clients on four continents. His portfolio management experience encompasses quantitative US and global strategies including long-short, low volatility, and hedged portfolios. He managed one of the earliest 130/30 strategies, part of an Australian shares multi-manager fund.
Tom is renowned among his peers for authenticity, clear communication, and a knack for innovative approaches and practical solutions.
Prior to his portfolio management career Tom worked as an investment consultant, specializing in manager research in all asset classes. He has spent considerable time exploring specific topics such as manager structure, manager due diligence, and linked performance attribution.
Tom earned his MBA in Finance from the University of Chicago Booth School of Business and his BS in Actuarial Science from the University of Illinois at Urbana-Champaign. Tom is a CFA charter holder and is an Associate of the Society of Actuaries.
Tom and his family live in San Diego County with his wife, Amy Jones Anichini, and their daughters. He and his wife own Egg-Free Epicurean (peanut-free and tree nut-free, too), a specialty food brand his wife founded in 2009.