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).
Articles by Jeffrey Ockwood
Tip the Risk Scale Until it Feels Comfortable
When considering financial choices, investors must find their own balance on the scale of risk and potential reward. To add more weight to the potential reward side of this scale, they normally must prepare for the burden of increased risk on the other side. The risk part of this balancing act can quickly become too cumbersome for many investors. But many people don’t know how to evaluate risk levels before they take on this load...more
The Ed Sullivan Show Revisited by Jeffery Ockwood
When I was a kid, we used to watch Ed Sullivan on Sunday nights. When I look back on it, I can’t say it was a fond memory. Since we only received three television stations, The Ed Sullivan Show was usually the family choice. Even as a man today, I can now say I must have been bored as a child. The acts were predictable (except for the rare Elvis appearance or The Beatles)....more
Benefits of Variable Annuity Ownership By A Non-Profit Organization by Jeffrey A. Ockwood
A healthy flow of monetary funding is necessary to ensure the survival of a non-profit organization. Non-profit organizations receive funding from traditionally three sources. These sources include public contributions from federal and state governments, private contributions (from individuals, corporations, and other foundations), and “internal contributions” derived from investment performance..... more
CONTACT PERSON : Jeffrey Ockwood
WEBSITE: http:/www.roundtablewealth.com
Information as of 05/01/2006.
