Ralph (Rocky) Boschert, Owner and Managing Principal of Arrowhead Asset Management, is a Registered Investment Advisor, State of Texas, with 30 years experience in the money management and investment business.
Prior to establishing Arrowhead Asset Management in 1991, he was the National Marketing Director, 403(b) Retirement Plan division, National Annuity Programs (NAP), in Austin, Texas. Prior to his NAP stint, he was a Financial Planner for C.L Zuk & Associates, San Francisco, California.
Mr. Boschert also served as Career Advisor at the University of California, Berkeley.
Boschert earned a Master's degree (1978) and Bachelor's degree (1975) from California State University, Chico.
He has served as Board President and Treasurer for the Katherine Anne Porter Charter School District (KAPS) and previously served on the Board of Directors for the Wimberley Vallley Library District. He resides in Wimberley, Texas with his wife, Renee.
Rocky is a nationally published author on the subjects of green energy, the divestiture of fossil fuel stocks, ESG investing, and the misuse use of insurance annuities in retirement plans.
Anne Dobbs, Office Manager; Arrowhead Asset Management (AAM), since September, 2010.
Anne worked in the Enforcement Regulations division of the Texas Commission for Environmental Quality (TCEQ).
Anne earned a Master's Degree (1983) from the University of Houston and a Bachelor's Degree (1979) from Sam Houston State University. She resides in Wimberley with her husband and their two children.