Ron Dugan

Background

About Ron Dugan

I am a mission-driven, results-oriented investment professional with significant, progressive experience managing institutional investment asset pools, taxable private wealth portfolios, diverse investment teams, investment operations, client service, business development, compliance, and business strategy.My passion is to help those I serve to improve their financial security. This can manifest in multiple ways. For some it could be the development of a consistent, repeatable, well-defined investment process for asset allocation, portfolio construction, strategy implementation and investment execution. For others, it is important to control costs through due diligence research, rational resource allocation and negotiation. It is imperative to have a disciplined framework which you can build upon to increase your probability for successfully achieving your client's goals and objectives.Throughout my career, I have worked on the following projects numerous times: Write and customize investment policy statements and guidelines Create asset allocation models Identify investment strategies to enhance returns and diversify total portfolio risk and volatility Research and interrogate investment managers about their investment process Select investment managers, emphasizing security selection Negotiate manager fees Replace investment managers Build an internal portfolio performance measurement system Allocate resources judiciously within budget Consistently execute investment duties and responsibilities in accordance with our fiduciary duty Create and deliver investment presentations to boards of directors, investment committees, clients and prospects Give presentations at investment conferences Often interviewed by investment media Utilized specialist investment consultants when necessary for specific projects and specialized expertise Conducted RFPs for consultants, investment managers, master custodians, securities lending, etc.It is important for me to help others such as teammates, colleagues and peers along the way to be successful. I take great joy in mentoring and coaching people that want to learn to help them reach their goals and dreams. I have counseled many through the years to add and refresh their education, develop presentation skills, the importance of quality networking and to have an impressive work ethic.