Ronald J. Surz
PPCA Inc. and Target Date Solutions
Ronald J. Surz is president of PPCA Inc. and Target Date Solutions. Both are based in San Clemente, Calif.
Ron is an experienced portfolio construction designer and manager, and due diligence innovator. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.
PPCA maintains and manages the True Centric Core index, part of the family of Surz Style PureIndexes. PPCA also provides Style Scan, the next generation of style analysis, and Portfolio Opportunity Distributions, bias-free alternatives to peer groups, especially hedge fund peer groups.
Target Date Solutions developed the patented Safe Landing Glide Path, the basis for the Brightscope On-Target indexes and the asset allocation for SMART Funds, collective target date investment funds on Hand Benefit & Trust, Houston.
Easy Formula for Forecasting Equities in 2014
By Ronald J. Surz | January 3, 2014
When It Comes to Smart Beta Investing, How Smart Do You Want to Be?
By Ronald J. Surz | November 21, 2013
Learn the high cost of not-in-good-order paperwork and how to avoid it. There's even more at stake than you may realize.
Introducing an Advanced Investment Product Advisor Course at CFFP & a presentation focusing on financial planning, expectations and strategies for different generations.
Whether buying or selling a practice, asking the right questions up front can make all the difference. Use these guides as a starting point to...
Apr 29, 2015
This insightful webcast will examine the many ways clients’ lives unfold, and how MetLife, a leader in the annuity market, is helping advisors and clients...
Apr 23, 2015
Clients are sometimes shell-shocked when they look at long-term care investment options. Smart advisors must be able to effectively communicate the importance of long-term care...
Apr 16, 2015
ThinkAdvisor and The Investment Center, Inc. speak about where advisors currently go wrong, how they can improve, and uncover real examples and suggestions others have...