Sold RIA effective June 30, 2018

Developing educational communications and relationships to foster the growth of the firm.

Consulted with and provided guidance to select West coast investment management firms.

Conducted initial analysis on hundreds of publicly traded companies for inclusion in client portfolios, working with clients ranging from Frank Russell Companies, Bell South Communications, and Holland America Lines, to Los Angeles County Employees Retirement Association (LACERA) University of Connecticut, and University of Louisville; grew the firm from $100 million to over $2.6 billion in assets; actively involved in compensation, incentives, and benefit issues for the firm’s >60 employees.

Conducted due diligence upon hundreds of investment managers for institutional investors as well as providing asset/liability modeling for numerous defined benefit pension plans, asset allocation studies forendowments, foundations, employee benefit plans.

Utilized the Wilshire Associates Asset / Liability Models to analyze public employee, labor union and corporate benefits and retirement plans.