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
To discover how LPL can help you create your own vision of success, download Customize Your Practice, Shape Your Success.
You can do it all - if you had a 50-hour day. Until there is one, hiring a junior advisor may be what you need...
The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's...
Mar 17, 2015
Clients are turning more to their financial advisors for guidance regarding how to handle their Social Security withdrawal strategy. Therefore, advisors need to not only...
Feb 12, 2015
Join Anne Kritzmire, Managing Director of Closed-End Funds & Global Structured Products, as she dispels seven commonly held misconceptions about closed-end funds and provides resources...
Jan 28, 2015
How advisors execute their exit from the business they spent decades building is no less momentous a decision than the succession decision of their business...