David Halseth

last updated 4/18/2018

David M. Halseth

Chief Investment Officer at Strategies Capital Management

Location:
1525 Raleigh Street Suite 200, Denver, Colorado, United States
HQ Phone:
(303) 926-9600

General Information

Experience

Pension and Investment Consultants - The HCM Group Inc

Recent News  

http://retireist.com/2011/11/15/lincoln-trust-introduces-new-advantage-plan/

Strategies founder David Halseth added that the plan is an efficient way to allow sponsors to build solid savings offerings for their employees.

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http://growthfinancial.net/2016/05/31/outside-the-box-pimco-total-return-hasnt-yet-proved-itself-in-the-post-bill-gross-era/

David Halseth of Strategies Capital Management, a Denver-based consultant that uses Pimco Total Return in strategies for clients, said in an interview that the fund increased bets on foreign bonds, foreign currencies, municipal bonds, TIPS, and high-yield bonds in late 2015.
The fund, he added, has since reduced "non-Aggregate" exposure that can cause it to deviate from the Barclays U.S. Aggregate index, which is dominated by Treasurys, U.S. agency mortgages, and investment grade corporate bonds.

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http://www.businessweek.com/news/2014-09-26/pimco-could-see-withdrawals-up-to-30-percent-as-managers-stunned

Pimco funds that have investments from employer-sponsored retirement plans may stave off some redemptions in the short term because it takes employers months to change choices for workers, said David Halseth, principal at Denver-based Strategies LLC, which advises companies on their 401(k) investment options.
"Bond fund competitors will pounce on this and claim the sky is falling at Pimco," Halseth said.

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