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Established 2011

Jon R. Orcutt brings You
Over 15 Years Experience and Success in Investment Strategy and Wealth Management

Jon R. Orcutt is an Asset Allocation
Strategist and Author of “Master the Markets with Mutual Funds: A common Sense Guide to Investing Success”.

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About Jon R. Orcutt

Jon R. Orcutt has over 18 years of experience in the financial services industry. He is an Asset Allocation Strategist and Author.

Jon R. Orcutt has recently finished his first book, "Master the Markets with Mutual Funds: A Common Sense Guide to Investing Success". His extensive experience working exclusively with individual investors, gives him unique insight into what makes a successful investor. His past “common sense” approach with clients has translated into a down-to-earth writing style that provides readers with a realistic guide to building sustainable wealth.

A graduate of SUNY at Fredonia, Jon R. Orcutt began his career at Edwards Jones, and at the age of 22 was handed the keys to his own office. While there, he built a business from the ground up, that achieved instant profitability. His early success propelled him to greater opportunities with UBS Wealth Management, where he was named Vice President at the age of 26, and later Smith Barney where he was named Vice President of Wealth Management.

Jon is passionate about sharing his knowledge and insider insight that he has obtained over the years with people who are hoping to take charge of their investing future and are searching for the truth.  The last decade has been labeled the “Lost Decade” because the S&P 500 Index finished the decade down 9% and the Wilshire Total Market Index finished down 6%.  Jon's simple strategy gained 144% in the same period of time, and did so while experiencing 50% less volatility than the markets.  Jon's “risk vs. reward” strategy returns are unmatched.

Jon is eager to provide actionable allocations that make sense and help individual investors succeed on their own.

Jon R. Orcutt
Asset Allocation Strategist & Author


Copyright ©2011 Jon R. Orcutt. All Rights Reserved.
This newsletter website is not investment advice. Jon R. Orcutt is not acting as a registered investment advisor with this newsletter website and his opinions do not reflect that of the Allocation for Life Advisory Group, LLC. The newsletter is free for all to enjoy.  The Allocation for Life model returns shown on this website are personally funded by Mr. Orcutt and the return data is provided by Folio Institutional where they are held. Under no circumstances should any content from this website be used or interpreted as a recommendation for any investment. Any investment decisions must in all cases be made by the reader or by his or her registered investment advisor. This is strickly to teach the power of asset allocation, provide a rational view of the markets, and should be used for educational purposes only.
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