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.