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Ron Surz

Target Date Solutions
President
ron@targetdatesolutions.com
(949) 488-8339

Targetdatesolution
Ronald Surz is the designer and developer of the Safe Landing Glide Path. Ron has 35 years of experience in investment program design and investment policy setting. He served for a decade as the Senior Vice President of Investment Policy for A.G. Becker, the premier institutional consulting firm in the 1970s and 1980s. Ron also wrote the book used to teach Certified Investment Management Analysts (CIMAs) about investment policy statements. Ron earned an MS in Applied Mathematics with Honors from the University of Illinois, and an MBA in Finance from the University of Chicago.

About Us: Target Date Solutions manages and licenses the patented Safe Landing Glide Path for Target Date Funds, designed for fiduciaries by fiduciaries. The 3 key benefits of target-date funds are delivered as follows. First,broad diversification: global stocks, global bonds, global real estate,  global commodities, etc. Second, rigorous risk control where the primary objective is to not lose money. Mostly TIPS and  T-Bills are held at target date for inflation protection. Lastly, low cost: SMART funds (hand benefit and trust) are collective investment funds at a very competitive price. No other target-date fund excels in all 3 benefits.