Ronald J. Surz is president of PPCA Inc. and Target Date Solutions in San Clemente, California.
Target Date Solutions developed the patented the Safe Landing Glide Path®, the basis for the SMART Funds® Target Date Index collective investment funds on Hand Benefit & Trust, Houston, the only investable target date fund index. Ron is co-author of the Fiduciary Handbook for Understanding and Selecting Target Date Funds.
PPCA maintains and manages the True Centric Core index, part of the family of Surz Style Pure® Indexes. 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.
Fairway Asset Management
Fairway Asset Management, LLC was established in 2010 to develop alternative investments for private clients of a large Austin-based wealth advisory firm. Fairway’s mandate has led it to develop unique investment solutions crafted to help RIAs, family offices, and private clients achieve their income and capital preservation goals. During 2016 Fairway transitioned to an independent firm in order to better service and support its clients.
Chairman and President
Lisiten Associates Business Brokers and M&A
Lisiten Associates Business Brokers is a member of the International Business Brokers Association,, the Better Business bureau and the Real Estate Board of New York.
The firm acts as consultants and business brokers to individual buyers and sellers as well as corporations and investment groups.
They cater to private businesses having up to $100 million in sales, and specialize in ”personal service.”