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Ron Surz

PPCA and Target Date Solutions
Portfolio Management

Contact Information:

San Clemente, CA 92673
United States

Years in Business:

 

40

Clients I'm Seeking:

 

I'm seeking partners to capitalize on my style indexes and patented target date fund glide path.

About My Business:

 

I developed Surz Style Pure style indexes in the 1980s that look very much like the indexes Morningstar introduced in the 1990s. One of my indexes should replace the S&P500 in many situations. I'm looking for a partner to manufacture it as an ETF and mutual fund. It is a Smarter Beta Index. I've also patented my design for target date funds, called the Safe Landing Glidepath., currently provided as SMART Funds on Hand Benefit & Trust. I'm looking for partners who agree with the philosophy that the primary objective of TDFs should be capital preservation -- don't lose participant savings.

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