| 
972-473-5944
| Fax: 972-473-599 | 2400 Dallas Parkway Ste. 100 , Plano,
TX 75093
 With
over 24 years of Investment Consulting experience, Jeff specializes
in asset management strategies for foundations and affluent individuals.
Using a disciplined approach to managing risk via Modern Portfolio
Theory, his asset allocation plans are designed to assist you
in fulfilling your fiduciary responsibilities. In addition, he
can provide assistance in the development of an Investment Policy
Statement, succession planning to private foundations, risk-profiling
and long-range giving strategies for philanthropists. He earned
his certification of a "Certified Investment Management Analyst"
(CIMA) at the Wharton School, his B.S. from the University of
Texas at Dallas (summa cum laude).
CONTACT PERSON : Jeffrey
Ockwood
WEBSITE:
http:/www.roundtablewealth.com
Information as of 05/01/2006.
Disclaimer
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