About Lunt Capital Management, Inc.
Lunt Capital Management, Inc. is an SEC registered advisor, based in Salt Lake City, Utah. Lunt Capital offers a variety of unique, rules-based, tactically managed investment strategies for a range of investment objectives, from conservative to aggressive. These investment strategies are available to individual investors as well as third-party asset management solutions to financial advisors.
Members of the Lunt Capital team have unique and valuable experience participating with government, academic, and non-profit institutions. This institutional investment mindset is integrated throughout our portfolios and investment strategies.
Tactical ETF Portfolios
Lunt Capital seeks to add value to investment portfolios through the tactical management of investments across asset classes. We use cost effective, transparent, liquid ETFs as the primary building blocks of our portfolios.
While diversification is an accepted investment pillar, Lunt Capital dives deeper into sub-assets to identify and exploit return disparities among the sub-components of broad asset classes. We also diversify across time frames and tactical rotation strategies.
Emotion and subjectivity are persistent obstacles to long-term investment success. Lunt Capital avoids these common, but often harmful, behavioral obstacles by closely following a rigorous, objective investment process.
Simple math demonstrates the importance of effective risk management. A loss of 25% requires a gain of 33% just to break even. Lunt Capital is constantly evaluating the risks in portfolios and adjusting to ever-changing market environments.
John Lunt is the President of Lunt Capital Management, Inc. John has created a variety of diversified, tactical investment strategies used by financial advisors around the country. John and Ryan Hessenthaler co-created the methodology for eight index strategies calculated by S&P Dow Jones Indices. He has been a featured speaker at investment conferences around the country, and has written extensively about financial markets. John is a charter member of the ETF Strategists Roundtable for key influencers associated with ETF management. From 2001 to 2014, he served on the board of Utah Retirement Systems (URS), a $20 billion pension fund. From 2004 to 2007, he was elected by his peers as board president. John is currently a member of the investment committee for the $8 billion Utah Educational Savings Plan (UESP). John completed the Program for Advanced Trustee Studies at Harvard Law School and finished a number of courses at the New York Institute of Finance on trading and portfolio management. He formerly worked on the Washington, D.C. staff of U.S. Senator Robert Bennett. John graduated Magna Cum Laude with University Honors from Brigham Young University with a degree in Economics, and he later received an MBA in Finance and International Business from New York University.
Ryan Hessenthaler is the Chief Operating Officer of Lunt Capital Management, Inc. Ryan brings diverse and valuable investment experience to Lunt Capital and is involved in all investment decisions at the firm. Prior to joining Lunt Capital, Ryan was a Finance professor and Director of the Center for Financial Analysis at Westminster College. He served as a member of the Westminster Investment Committee, responsible for managing the college’s endowments and short-term investment assets. Ryan remains involved in Westminster MasterTrack, a premiere professional mentoring program for select MBA graduates. Ryan also served as Finance Vice President for Children’s Miracle Network Hospitals, a non-profit organization which has raised over $4 billion for 170 children’s hospitals throughout North America. He was responsible for overseeing the organization’s endowments, pensions, and investment portfolios. He also led a cross-functional team responsible for collecting, analyzing, and reporting all performance metrics for the organization. Ryan has extensive experience with financial modeling, research, and analysis. Ryan received a degree in Political Science from the University of Utah and an MBA in Finance from Westminster College.
One of the great strengths of Lunt Capital Management, Inc. is the team of talented and passionate associates who provide outstanding support and customer care. Lunt Capital's support team includes specialists who focus on research, analysis, compliance, back-office, and administrative functions.