Profil
Mr. Vernon C.
Sumnicht is a Chief Executive Officer at iSectors LLC and a Chief Executive Officer & Chief Investment Officer at Sumnicht & Associates LLC.
He is on the Board of Directors at Sentech, Inc. In 2005, he began using index-based exchange-traded funds to allocate his clients’ investment portfolios.
The mission of iSectors is to develop and manage ETF asset allocation strategies.
The business model provides investment advisors an efficient, low-cost platform to outsource the investment management of their clients’ assets, reducing clients’ costs, increasing performance and allowing the advisors more time to work with their clients.
He was previously employed as an Account Executive by Howe, Barnes & Johnson, Inc. Prior to the development of Sumnicht & Associates, LLC and iSectors, LLC, he worked as an investment broker for a regional brokerage house and, in this capacity, he learned first-hand the disadvantages of the commission-based brokerage approach, along with the inherit conflicts of interest.
Mr. Sumnicht received his Bachelor’s Degree and MBA from the University of Wisconsin-Whitewater.
He is a Certified Financial Planner and is a member of Beta Gamma Sigma and the Financial Planning Association.
Postes actifs de Vern Sumnicht
| Sociétés | Poste | Début |
|---|---|---|
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates primarily uses Exchange-Traded Funds (ETF)-based allocation models. The firm’s investment portfolio construction relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach. | Directeur Général | 01/01/1988 |
Sentech, Inc.
Sentech, Inc. Electronic Equipment/InstrumentsElectronic Technology Manufactures position sensing transducers and supporting signal conditioning & instrumentation | Directeur/Membre du Conseil | - |
iSectors LLC
iSectors LLC Investment ManagersFinance iSectors’ strategies are rooted in their philosophy that asset allocations using passive indexes, rather than the selection of individual securities or market timing, are more beneficial in helping investors reach their financial goals. The firm’s investment process seeks to maintain low investment costs through ETFs and technology provided by turnkey asset management platforms. | Directeur Général | 01/01/2008 |
Anciens postes connus de Vern Sumnicht
| Sociétés | Poste | Fin |
|---|---|---|
Howe Barnes Investments, Inc.
Howe Barnes Investments, Inc. Financial ConglomeratesFinance Provides financial services | Corporate Officer/Principal | 31/12/1987 |
Formation de Vern Sumnicht
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Howe Barnes Investments, Inc.
Howe Barnes Investments, Inc. Financial ConglomeratesFinance Provides financial services | Finance |
Sentech, Inc.
Sentech, Inc. Electronic Equipment/InstrumentsElectronic Technology Manufactures position sensing transducers and supporting signal conditioning & instrumentation | Electronic Technology |
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates primarily uses Exchange-Traded Funds (ETF)-based allocation models. The firm’s investment portfolio construction relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach. | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
iSectors LLC
iSectors LLC Investment ManagersFinance iSectors’ strategies are rooted in their philosophy that asset allocations using passive indexes, rather than the selection of individual securities or market timing, are more beneficial in helping investors reach their financial goals. The firm’s investment process seeks to maintain low investment costs through ETFs and technology provided by turnkey asset management platforms. | Finance |
















