In his role as Chief Strategy Officer, Jim is responsible for new business development, client relations, investment management, and other strategic initiatives. As investment advisor, he handles fund changes for clients where Slavic Mutual Funds Management Corporation (SMF) serves as a 3(21) and 3(38) fiduciary investment advisor. He also plays a role on the Investment Committee that manages the SMF Aggressive, Moderate, and Conservative portfolios, and manages the algorithms utilized in the Bespoke automated portfolio advisor tool.
Jim has been with Slavic401k since 1996, serving in various capacities in sales, investment management, strategy, and operations.
A graduate of the State University of New York, Institute of Technology at Utica, Jim holds a bachelor’s degree in Electrical Engineering Technology and is a Registered Investment Advisor Representative.
Advisory services provided by Slavic Mutual Funds Management Corporation, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training on the part of SMF or its representatives. Administration and record-keeping services are offered through Slavic Integrated Administration. Both entities are collectively referred to as “Slavic401k.”
No content published throughout this site should be considered by the reader to constitute any type of investment advice. It is not the intention of Slavic401k nor should the reader assume that any reference herein to any particular investment, asset mix, security, portfolio of securities, transaction or investment strategy should be construed as investment advice. To the extent any of the content published as part of the Services may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Any specific questions that you might have concerning your individual investment decisions should be addressed to your personal investment advisor. Moreover, nothing herein should be considered as legal or tax advice. If you have any questions or concerns relative thereto, you should consult a qualified professional.
For more details on Slavic Mutual Funds Management Corporation, see our About Us page. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Neither diversification nor asset allocation ensure a profit or guarantee against a loss.
