Eric Martz Email and Phone Number
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MARTZ Solutions Group works with financial services executives to increase end-client-savvy practice management disciplines through an improved operating system. (EXPERTISE in Practice Management, Asset Allocation, Portfolio Construction, Product Selection)WE BELIEVE: Improved practice values result from a balance of input from hard-edge and soft-edge practices. Soft-edge contributions from areas of organizational health, operational discipline, and process execution practices. Our purpose is to partner with your firm to maximize practice values through improved soft-edge contributions.RESULTS WE PRODUCE: Simple, repeatable processes to keep your business on track from quarter to quarter, maximized enterprise value, an operating system to support your exit/growth solution, and a plan and do this without hiring additional full-time, highly-paid staff.THE SECRET: We help you to migrate to a more systematic process-oriented practice supported by organizational discipline and the relentless execution of goals by applying proven disciplines of military accountability and execution.#1 PROBLEM WE SOLVE: The key to raising the efficiency of your advisory business is to execute processes and strategies that will generate transferable practice value. HERE'S HOW: Your engagement process begins with a phone or video call. Once we agree that there is a reason to proceed, we initiate a practice assessment. This assessment will identify areas of general need and any for which an in-depth engagement makes sense. Each engagement is a value-based engagement with fees based on your perceived value of outcomes, not on the time required to develop and deliver a solution.WE OFFER Two types of engagements, month-to-month Retainer-Oriented engagements, and quarterly Goals-Oriented engagements. Our fees are value-based, meaning that your perception of value is the first point of attack, not hourly fees, which may favor the consultant and possibly a conflict of interest.There will always be greater value in well-managed organizations. Those who choose not to invest in their firms and give prospective buyers an opportunity for material growth after acquisition will experience lower valuations.OUR GOAL - We will enter into collaborative relationships in which responsibility is shared with you, skills are transferred to you, and dependence on us is gradually diminished to the point of disengagement.ericmartz21@gmail.comhttps://calendly.com/martz-solutions-group
Martz Solutions Group
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President And FounderMartz Solutions Group Mar 2011 - Present -
Director Of Institutional Group And Director Of Client SolutionsSheaff Brock Investment Advisors 2011 - 2016Indianapolis, Indiana, Us -
Chief Operating OfficerNadler Financial Group 2010 - 2010Deerfield, Illinois, Us -
Vice President Of Portfolio StrategyAccess Capital Management 2009 - 2010
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Senior Portfolio ManagerBedel Financial Consulting 2007 - 2007Indianapolis, Indiana, Us -
Vice President And Director Of Portfolio Management (Trust)Fifth Third Investment Advisors 2003 - 2006
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Vice President And Regional Manager (Institutional Trust)National City Bank 2001 - 2003Us -
Vice President And Senior ManagerUnified Trust Company 1997 - 2001Lexington, Ky, Us -
Lieutenant Colonel (Retired)United States Army 1974 - 1999Arlington, Virginia, UsLieutenant Colonel (Retired), Ordnance Corps ACTIVE DUTY 4 years ARMY RESERVE 21 years -
Vice PresidentIndependent Registered Investment Advisor 1995 - 1997
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Vice President And Investment OfficerNational City Bank Institutional Trust (First Kentucky Trust Company) 1988 - 1994
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Assistant Vice President And Investment OfficerStar Bank (Second National Bank Of Richmond) 1985 - 1988
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Assistant Vice PresidentAmerican Fletcher National Bank Asset Management Division (Institutional Group) 1982 - 1985Us
Eric Martz Skills
Eric Martz Education Details
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Indiana University BloomingtonBiological Sciences -
North Central High School (Indianapolis, In)
Frequently Asked Questions about Eric Martz
What company does Eric Martz work for?
Eric Martz works for Martz Solutions Group
What is Eric Martz's role at the current company?
Eric Martz's current role is Put the Power of the Military Precision Process into Action and Prime Your Practice Value! Outsourced COO, Multiple Employer Group 401(k), Low-Vol Equity (SMAs), Succession Plan, and Plan Sponsor Solutions..
What is Eric Martz's email address?
Eric Martz's email address is er****@****ock.com
What is Eric Martz's direct phone number?
Eric Martz's direct phone number is +131764*****
What schools did Eric Martz attend?
Eric Martz attended Indiana University Bloomington, North Central High School (Indianapolis, In).
What are some of Eric Martz's interests?
Eric Martz has interest in Football, Exercise, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, Watching Basketball, Home Decoration, Health.
What skills is Eric Martz known for?
Eric Martz has skills like Business Planning, Portfolio Management, Investments, Leadership, Strategic Planning, Financial Services, Asset Management, Management, Change Management, Process Improvement, Risk Management, Team Building.
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