Baby Boomers can and should follow our patented glide path. For more details, please visit "Age Sage Robo" and find out about our Baby Boomer Investing Show. You'll be glad you did. also, please read Ron's book: Baby Boomer Investing in the Perilous Decade of the 2020s
We license the patented Safe Landing Glide Path for Target Date Funds, designed for fiduciaries by fiduciaries. It's all about the beneficiaries. The 3 key benefits of target date funds are delivered as follows:
(1) Broad diversification: Global stocks, global bonds, global real estate, global commodities, global other
(2) Rigorous risk control: Primary objective is to not lose money. Mostly TIPS and T-Bills are held at target date for inflation protection.
(3) Low Cost: can be tracked at a very competitive price.
The Safe Landing Glide Path is a fiduciary dream that includes a comprehensive Investment Policy Statement because, as defaults, target date funds are employer-directed rather than participant-directed.
Ronald Surz is the designer and developer of the Safe Landing Glide Path. Ron has 55 years of experience in investment program design and investment policy setting. He served for a decade as Senior Vice President of Investment Policy for A.G. Becker, the premier institutional consulting firm in the 1970s and 1980s. Ron also wrote the book used to teach Certified Investment Management Analysts (CIMAs) about investment policy statements. Ron earned an MS in Applied Mathematics with Honors from the University of Illinois and an MBA in Finance from the University of Chicago.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 900 Calle Venezia, San Clemente,california 92672,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- targetdatesolutions.com
- Keywords
- Target Date Funds.
- HQ
- San Clemente, California
Target Date Solutions Questions
Target Date Solutions's website is targetdatesolutions.com
Target Date Solutions's LinkedIn profile is https://www.linkedin.com/company/target-date-solutions
Target Date Solutions has
1 employees.
View email and phone details for 1
employees at Target Date Solutions.
Target Date Solutions's industry is
Financial Services
Target Date Solutions's top competitors are
Learnformula,
Palantir Technologies,
Sapient Global Markets,
Sales Lift Partners,
Etfgi,
Brooklyn Investment Group,
Ppca Inc,
Anara.
Target Date Solutions's categories are Financial Services
Target Date Solutions's founding year is 2009
