Often branded by his clients as the solution-oriented Retirement plan-Maven Terry Grennon is changing the narrative of his industry by taking an eclectic, 360° approach to dynamic asset allocation. Over three decades of exercising his expertise in financial markets in versatile roles ranging from asset allocation to portfolio management while working with established financial institutions, position him as a well-respected authority in his field.
Highlights of his career involve: a $1m year-long rollout of Modern Portfolio Theory (MPT) and building a strategic asset allocation approach across all products, services both individual and institutional while working as Director-Asset Allocation at AXA Advisors. The project also included the redesign of a mutual fund wrap product and the application of MPT in a new 401k.
While working under the umbrella of AXA Funds Management Group LLC he was responsible for overseeing $30 billion in asset allocation assets using his customized approach designed to support the management of a proprietary active asset allocation.
As the Founder of his consulting firm, Fiduciary Focus, LLC, he focuses on active asset allocation solutions for retirement plans and their participants. Core services include a dynamic asset allocation system for guiding participants in the long-term asset allocation decision-making process.