Ronald J. Surz

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.