Ray J. Shreder
Shreder Investment Consulting Group L.L.C. (SICG)
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $25,000
Title: CIO
Offering advice since: 1985
Areas of expertise:
- Annuities
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Ray J. Shreder:
I began my professional investment career in 1984 and have held senior financial consulting positions with several large investment firms prior to founding SICG.
Compensation and Fee Structures:
Primarily fee-based.
Licenses, Certifications & Affiliations:
I have, or held, numerous certifications, licenses and memberships, including:
Certified Retirement Counselor(R) (CRC(R)) / Texas Tech University's International Foundation for Retirement Education
Accredited Investment Fiduciary(R) (AIF(R)# / University of Pittsburgh's Center for Fiduciary Studies - fi360
Registered Financial Consultant(R) #RFC(R)# / International Association of Registered Financial Consultants
Chartered Wealth Manager(TM) #CWM(TM)# / American Academy of Financial Management
Registered Investment Advisor #Series 63#
Investment Advisor Representative #Series 65#
General Securities Representative #Series 7#
National Commodity Futures #Series 3#
Futures Managed Funds #Series 31)
Life and Health Insurance
National Ethics Bureau Member
WiserAdvisor Qualified Member
The Paladin Registry Member
Education:
Bachelors of Arts, SUNY at Geneseo, 1978
Will provide references upon request?
Yes
Further information about Shreder Investment Consulting Group L.L.C. (SICG):
(Size of firm: 10-49 advisors)
Our mantra, "Winning by Not Losing", is based on a passionate belief that protecting your investment principal is equally as important as achieving excess investment returns.
As a client of SICG, you will also benefit from our wealthcare team's extensive expertise, experience and ethics, as-well-as the peace of mind knowing that you have entrusted your financial future to a firm that truly cares about your financial and personal success.
Our holistic "Lifetime Income Program" is specifically designed to help provide the enhanced income necessary for investors to achieve and maintain their desired standard-of-living for their entire lifetime, with less risk, reduced tax and low cost.
Primary custodian is Charles Schwab & Company, Inc. Member SIPC.
Contact Information for Ray J. Shreder
Phone: (702) 898-4683
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Fax: (702) 263-3815
Address for Ray J. Shreder:
194 Inveraray Ct.
Henderson, NV, 89074
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