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P.O. Box 2049
Wimberley, TX
78676

512-847-3133
1-800-299-4646

 

 

Thursday, February 23, 2012

Our History & People

Arrowhead Asset Management (AAM) was founded in 1991 by Ralph A. Boschert for the purpose of providing investors with a more sophisticated investment advisory service (fee-only) than that offered by the typical brokerage and insurance company sales approach.

Ralph A. Boschert, Owner and Managing Principal of Arrowhead Asset Management, is a Registered Investment Advisor and has over 25 years experience in the money management and investment business. Prior to establishing Arrowhead Asset Management in 1991, he was the National Training Director for NAP, Inc. in Austin, Texas. Prior to his move to Texas in 1989 he was a Financial Planner for a money management firm in San Francisco, California.

Mr. Boschert also served five years as Assistant Director of Higher Education Placement at the Career Planning and Placement Center, University of California, Berkeley, from 1979 to 1984.

Mr. Boschert has a Master's degree (1978) and Bachelor's degree (1975) from California State University, Chico. Mr. Boschert has served as Board Treasurer for the Katherine Anne Porter Charter School District (KAPS) for five years and previously served on the Board of Directors for the Wimberley Vallley Library District. He resides in Wimberley, Texas with his wife, Renee.

He is a nationally recognized speaker and published author on green energy, social-value investing, and the misuse of insurance annuities within retirement plans

Anne Dobbs, Office Manager, joined Arrowhead Asset Management (AAM) in September, 2010. Prior to joining AAM Anne worked in the Enforcement Regulations division of a State of Texas environmental agency (TCEQ). Her past experience includes work as a chemist, field investigator, case manager, supervisor, and data management developer.

Wes Oldfather, Consulting IT Technician, is working on his Accounting MBA at Texas State University, San Marcos.

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