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John Appleby
Helping investment professionals and Advisors mitigate risk and achieve better returns
John Appleby is a seasoned investment strategist with over 30 years of experience as a financial Portfolio Manager specializing in the Small and Mid-Cap space.
He is the Founding Partner of Essential Returns Objective, a company dedicated to assisting CEOs in addressing the lawsuit risks associated with their company's retirement plans.
With a focus on using sophisticated technology and Nobel Prize-winning research, John helps Plan Sponsors eliminate investment uncertainty while enhancing fiduciary protection for the retirement plans.
His expertise extends to aiding financial firms in developing investment strategies that reduce risk, enhance profitability, and achieve better returns for both the firm and their clients.
John is committed to empowering Financial Advisors and Wealth Management Firms to offer strategic investment advice that leads to the creation of profitable portfolios while minimizing risks for long-term success.
He advocates for asset allocation strategies that are goal-driven and risk-tested, personalized to align with clients' lifestyle and wealth objectives, benefiting Plan Sponsors, Financial Firms, and Investors alike.
Through ERO, John provides Financial Firms with cutting-edge technology based on Nobel research to construct dynamic investment strategies that cater to clients' individual goals and the firm's financial targets, ultimately mitigating risks effectively.
His mission revolves around simplifying the complexities of successful investment management by making it 100 times easier, enabling Investment Committees and Wealth Advisors to predict and measure performance under various scenarios quickly and accurately to select risk-mitigated and goal-driven portfolios in minutes.
John Appleby holds an MBA in Finance/Investments from the University of Southern California, a BS in Business Administration/Finance also from the University of Southern California, and has a background in Portfolio Management, having served as the Portfolio Manager for Small and Mid Cap Value at ROCKWOOD INVESTMENT COUNSEL.
To learn more about the groundbreaking ERO technology and his work, visit essentialreturns.com.
