In this episode of Wealth Unfiltered, Andrew Beer, co-founder and managing member of Dynamic Beta Investments (DBi), joins Samantha Parrinello to help the modern allocator rethink how they approach alternative investments. With more than 30 years in the hedge fund industry, Andrew brings a rare combination of institutional knowledge and entrepreneurial perspective. He shares how advisors can identify true diversification, cut unnecessary costs, and build portfolios that genuinely serve their clients.
Andrew offers a practitioner’s view on how to evaluate alternative products, how to spot single manager risk before it becomes a problem, and why managed futures deserves a place in the modern portfolio. He points to 2022 as the clearest proof of concept, when trend following strategies returned approximately 20% while stocks and bonds fell simultaneously. DBi has built the largest managed futures ETF in the world around this insight, making a simple, replicable, and low-cost version of an institutional strategy accessible to advisors and their clients for the first time.
Andrew grounds the conversation in a straightforward principle, that every allocation should meaningfully improve a client’s life. He encourages advisors to ask the right questions about compensation and conflicts of interest when evaluating private markets, empowering them to make more confident fiduciary decisions. He closes with a reminder that the best investment ideas are also the clearest ones. In a complex and uncertain market environment, simplicity, fee efficiency, and repeatable processes are what separate reliable investments from expensive distractions.
Find Andrew Here
- LinkedIn: linkedin.com/in/andrewdbeer
