San Diego, California, United States
Specialties: Executive leadership and strategic development of IRA, 401(k) and defined contribution retirement strategies with extensive focus on IRA platform development, advisory services, retirement income, managed accounts, model portfolio selection, asset retention, ERISA consulting, fiduciary services, self-directed brokerage and high net worth markets.
iraLogix is redefining the IRA industry through unique, technology driven platform solutions that help our clients grow their business and better serve their customer's IRA accounts. Our groundbreaking proprietary technology platform, open architecture access to institutional share class investment options, custody and advice providers, revolutionizes access to fully paperless, institutionally priced IRAs for everyone, regardless of account size.
GuidedChoice provides industry leading investment advisory services, including advice, managed accounts, retirement income distribution strategies, ERISA consulting and fiduciary services to plan providers, plan sponsors, participants, consultants, advisors and intermediaries, throughout the defined contribution industry.
Cognitive Health Sciences, an early stage firm specializing in applying proprietary predictive analytics technology to the health care industry.
Wealthpoint Advisors is a financial services acquisition company focused on corporate retirement, fiduciary analysis and investment advisory markets. Proprietary software helps 401(k) providers to offer in depth fiduciary review services and provides individual advisors with financial planning tools designed for corporate retirement plan participants.