Convergent Wealth CEO David Zier is among the most sought after financial advisors. And he has some surprising views of the market.
In a live interview on Halftime, Zier suggested that the best way to invest may be with an index fund that tracks the S&P 500 broadly.
"I think this year we may see rotation in and out of sectors," he said. "Right now is a very challenging time to pick sectors. I'd rather be investing in the market, broadly."
Part of Zier's bullish outlook involves proprietary research that he shared with Fast Money.
"We did some research looking back at every single year when advance in the first quarter of the year was better than 10%," he said.
Zier's research showed that that in such circumstances, "the market finished positively 92% of the time and higher than the first quarter 82% of the time."
Perhaps most important is this result. "After a gain of 10% or more in Q1, the average return was 21% - that would suggest we have more room to run," he said. (Read More: Fast Pros Reveal Favorite Dividend Yielders)
If you're looking for beta, Zier offered another idea. "I really like emerging markets which are down 4% this year," he said, "and they're trading at a 12P/E."
Zier thinks as the US market advances the EEM could advance too. However, it's worth noting he sees this investment idea as part of a broader bullish strategy involving US based companies. "I think you need to be in both. I'm not saying either/or."
Trader disclosure: On April 10, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders; Steve Weiss is long SODA; Steve Weiss is long BAC; Steve Weiss is long C; Steve Weiss is long JNJ; Steve Weiss is long ORCL; Steve Weiss is short BHP; Jon Najarian is long FXI; Jon Najarian is long JNPR; Jon Najarian is long CTXS; Jon Najarian is long IMGN; Jon Najarian is long KMX; Jon Najarian is short VXX puts; JJ Kinahan is long WFC; JJ Kinahan is long JPM; JJ Kinahan is short SPY Options; JJ Kinahan is long MSFT stock & options; JJ Kinahan is long C Options; Brian Kelly is long TREASURIES; Brian Kelly is long GOLD; Brian Kelly is long SILVER; Brian Kelly is short S&P 500; Brian Kelly is short Copper; Brian Kelly is short DAX