Vern Sumnicht
Amministratore Delegato presso Sumnicht & Associates LLC
Profilo
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.
Posizioni attive di Vern Sumnicht
Società | Posizione | Inizio |
---|---|---|
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Amministratore Delegato | 01/01/1988 |
Sentech, Inc.
Sentech, Inc. Electronic Equipment/InstrumentsElectronic Technology Sentech, Inc. engages in the manufacture of position sensing transducers along with supporting signal conditioning and instrumentation. It products include linear variable differential transducers, rotary variable differential transducers, FASTAR sensors, and HydraStar sensors. The company is headquartered in Willow Grove, PA. | Direttore/Membro del Consiglio | - |
iSectors LLC
iSectors LLC Investment ManagersFinance iSectors LLC is an independent SEC-registered asset management firm headquartered in Appleton, Wisconsin. The firm was founded by Vern Sumnicht in 2008. iSectors is an independent ETF investment strategist that provides advisors with a suite of 21 proprietary exchange-traded fund (ETF) asset allocation models. | Amministratore Delegato | 01/01/2008 |
Precedenti posizioni note di Vern Sumnicht
Società | Posizione | Fine |
---|---|---|
Howe Barnes Investments, Inc. | Corporate Officer/Principal | 31/12/1987 |
Formazione di Vern Sumnicht
University of Wisconsin | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Howe Barnes Investments, Inc. | Finance |
Sentech, Inc.
Sentech, Inc. Electronic Equipment/InstrumentsElectronic Technology Sentech, Inc. engages in the manufacture of position sensing transducers along with supporting signal conditioning and instrumentation. It products include linear variable differential transducers, rotary variable differential transducers, FASTAR sensors, and HydraStar sensors. The company is headquartered in Willow Grove, PA. | Electronic Technology |
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Finance |
iSectors LLC
iSectors LLC Investment ManagersFinance iSectors LLC is an independent SEC-registered asset management firm headquartered in Appleton, Wisconsin. The firm was founded by Vern Sumnicht in 2008. iSectors is an independent ETF investment strategist that provides advisors with a suite of 21 proprietary exchange-traded fund (ETF) asset allocation models. | Finance |
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