Shreder Investment Consulting Group L.L.C.
("SICG")
is an independent
investment consulting firm that
specializes in providing
holistic retirement
income
planning services and risk-controlled investment management solutions to
individuals and couples desiring
wealth preservation, enhanced performance
potential, low
cost, and concierge-level service.
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The genesis of SICG was the passionate desire of Ray Shreder, the firm's
founder and Chief Investment Officer, to
help his clients achieve and maintain a financially successful retirement without the
typical risks, high costs and tax inefficiencies found in traditional investment programs.
As a
true client advocate, Ray has championed the cause for investor
rights and for full disclosure of investment products and financial
services. Mr. Shreder believes that education and objective
information empower investors and allows them to make better financial
decisions and avoid costly and oftentimes
irreversible mistakes.
Ray began his professional financial
consulting career in 1984 and has held senior financial consulting
positions with several of the financial industries most prestigious
investment firms prior to founding SICG in 2003. Ray has served as the featured financial
columnist for the
Las Vegas Sun newspaper, and has produced
educational DVDs and has authored numerous published articles. In
1991, he co-hosted "An Evening with
Louis Rukeyser", the
popular host of "Wall
Street Week", and in 1998 and 1999 co-hosted the Las Vegas Investment
and Financial Expo.
In his free time Ray enjoys participating in
numerous outdoor activities, including cycling, kayaking and hiking.
Ray has also supported numerous charitable organizations, including the
Boys and Girls Clubs of America,
Habitat for Humanity and the
Multiple
Sclerosis Society.
Mr. Shreder graduated from the
State University of
New York at Geneseo in 1978, where he received a Bachelor of Arts
degree in Psychology.
Mr. Shreder holds the following licenses and memberships:
Investment Advisor Representative (Series 65)
Registered Investment Advisor (Series
63)
Life & Health Insurance
Senior Market Advisor's Advisory Board
Guidant Financial Group™
Self-Directed IRA Affiliate
National Association of Investment Professionals
Association for Integrative Financial and Life Planning
Americans for Secure Retirement
During his professional financial career, Mr. Shreder has
held the following certifications, licenses and memberships:
Certified Retirement Counselor®
(CRC®) /
Texas Tech University's
International Foundation for Retirement Education
Accredited Investment Fiduciary®
(AIF®) /
University of Pittsburgh's
Center for Fiduciary Studies - fi360
Registered Financial Consultant®
(RFC®) /
International Association of Registered Financial Consultants
Chartered Wealth Manager™®(CWM™) /
American Academy of Financial Management®
General
Securities Representative (Series 7)
National Commodity Futures (Series 3)
Futures Managed Funds (Series 31)
Variable Life and Annuity
National Ethics Bureau
SummitAlliance Capital Management, LLC ("SACM"),
a
Registered Investment Advisor
based in Dallas, TX.
SACM is responsible
for the management of clients' investment
portfolios, generating
investment management proposals,
asset allocation appropriations, money manager selection,
money manager due diligence, rebalancing services and portfolio accounting.
Click
here to view
SACM
team member
biographies and
professional credentials.
Shreder Investment Consulting Group L.L.C.
