Phillip Toews

Phillip Toews

Formal First Name
Felipe (Phillip)

Phil Toews is the Chief Executive Officer of Toews Asset Management and a Portfolio Manager of Toews Funds. He focuses on creating innovative products that meet the economic and behavioral needs of investors today. Toews is also the Founder of the Behavioral Investing Institute™, an organization committed to helping advisors manage investor behavior through market challenges. With a passion for behavioral finance and its role in investment decision-making, Toews aims to improve investor outcomes through transforming how advisors work with their investors.

Professional Experience

Academic History

  • Toews is a pioneer of tactical asset management. 
  • Before forming his own firm, Toews worked as a financial planner and money manager.
  • He has been the subject of articles in Barron’s, CBS Market Watch, and BusinessWeek. 
  • He speaks regularly on issues regarding investments and is an outspoken advocate of change in investment products. 
  • He has appeared as a guest on financial news shows.
  • He has appeared as a guest on Real Vision.

Toews Behavioral Portfolio Design™
  • Toews recognized that advisors and their investors are affected by recency bias and tend to buy managers and strategies with poor timing.
  • His key realization was that the advisor communication model is broken, leaving them helpless to stop investors from following the momentum of the crowd.
  • To address this, he and his team built the Toews Behavioral Portfolio Design™ program.
  • The program helps advisors evaluate and build portfolio models that are structured to incorporate both the behavioral and fiscal needs of their investors, and consider worst-case scenarios.