About Arrowhead Asset Management

* Arrowhead Asset Management is currently taking new clients only through referral by existing clients, client family members, or select interested parties - with a minimum of $250,000 of investable assets (except family members of existing clients).

With offices in Wimberley, Texas, Arrowhead Asset Management (AAM) is a fee-only money management service offering performance-proven, risk-managed retirement plans and investment accounts for individuals, families, and small business owners - as well as institutional investment plans for higher education professionals in central Texas.

Our primary investment "custodian" is the highly-regarded discount brokerage firm Fidelity Investments - which offers institutional money management services for both our (1) IRA and discount brokerage accounts and (2) the employer-sponsored retirement programs for ORP/403(b) and 401(k) plans.

For our limited variable annuity use, we solely work with the low-expense, no commission or surrender-penalty variable annuity company Nationwide Life Insurance Company (NWLIC). Nationwide Life offers a very functional multi-fund annuity called "Monument."

FYI: Annuities should only be used in after-tax investment programs for clients in tax brackets of 22% or higher - and never in IRAs or payroll reduction employer retirement plans.

Ralph (Rocky) Boschert

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.

Rocky is a nationally published author on the subjects of green energy, the divestiture of fossil fuel stocks, ESG investing, and the misuse of insurance annuities in retirement plans.

Anne Dobbs

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.