About Jim Pritchard, received his degree from Columbia University in 1982 where he studied Economics. In 1982, He became an investment consultant with Smith Barney before starting his own investment management firm in 1986. Jim was one of LPL’s top Advisors before becoming a fee only money manager ...more

About Jim Pritchard, received his degree from Columbia University in 1982 where he studied Economics. In 1982, He became an investment consultant with Smith Barney before starting his own investment management firm in 1986. Jim was one of LPL’s top Advisors before becoming a fee only money manager in 1990. At that time, he built one of the first model portfolios to exclusively use Index funds. In 2010, Jim saw a need for alternative, non-traditional asset management programs that offer portfolios with low draw down, low correlation and a more consistent return stream than traditional markets. As a consultant to RIAs and IARs, Jim has the knowledge and experience to help them grow and prosper. Jim's articles on Portfolio Risk Mitigation, asset allocation and indexing have been published in various financial magazines including Dow Jones'​ Journal of Indexing and Institutional Investment Journals’ Journal of Indexing. He has appeared in Fortune Magazine, Plan Sponsor Magazine and Bloomberg's Wealth Manager. Additionally, Jim has been frequently quoted in Ignites.com, has appeared on CNBC's "Money Talk"​ and has been an expert guest speaker at institutional investment conferences including the Annual Exchange Traded Funds Summit, Inside ETF's, Endowment and Foundation Summit, Alternative Strategies Conference, the Asset Allocation Summit, the Exchange Traded Funds Conference, Dow Jones Equity Styles Conference and S&P Global Indexing regional conferences.less