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
By leveraging SEI’s Financial Planning Tune-up Toolkit, you can help clients maintain good financial health and make sure their plan stays on track.
We answer six advanced questions from financial advisors about the professional social networking site.
Policy reviews only work if you actively approach your clients. Find out how to initiate the conversation today.
Oct 22, 2015
learn how top performers are leveraging smart technology, such as Workflow and digital information capturing tools, to stay competitive and efficient.
Sep 17, 2015
Join this exclusive webcast with Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, who will share his insights.
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...