Shreder Investment Consulting Group L.L.C.

ABOUT US

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 several 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.     

 

w     w     w 

 

"Our clients enjoy the peace of mind knowing that they have entrusted their financial future to a firm that truly cares about their financial and personal success"

 

 

Click the "Play" button to view a brief video introduction by Ray J. Shreder, SICG's founder and CIO.

 

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

 

Investment Advisory and Management Services are provided by SummitAlliance Capital Management, LLC ("SACM"), a Registered Investment Advisor based in Dallas, TX.  SACM is responsible for the management of clients' investment portfolios, as-well-as 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.

 

Place cursor over any word, term or image, if cursor changes shape, click on it for more information.