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Ronald Surz  

Ronald J. Surz is president of Target Date Solutions and is the developer of the patented Safe Landing Glide Path®, the basis for the Brightscope On-Target indexes and the asset allocation for SMART Funds® on Hand Benefit & Trust, Houston.

He is also president of PPCA Incv, an RIA providing sophisticated research and software for investment manager due diligence.

Ron has served on several boards, and currently serves on a few. He earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Gold, Retirement savings, Stocks - long, Stocks - short
Target Date Solutions Target Date Solutions provides management and design of target date funds. It is a wholly owned subsidiary of PPCA Inc, a registered investment adviser in San Clemente, CA
Investment manager due diligence In the future we won't pay much for beta, even if it's exotic (hedge fund). We'll pay for superior human intellect instead. We'll know the difference because we'll stop using obsolete due diligence tools like indexes and peer groups, and replace them with smart science. Technological advances have put ...More
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It Just Keeps Getting Better: A Review Of Capital Markets In The 1st Half Of 2014 Jul 15, 2014