Arrowhead-Asset-Management

P.O. Box 2049
Wimberley, TX 78676
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Our History & Staff

Ralph (Rocky) Boschert, Owner and Managing Principal of Arrowhead Asset Management, is a Registered Investment Advisor, State of Texas, with over 30 years experience in the money management and investment business.

Prior to establishing Arrowhead Asset Management in 1991, Rocky was the National Marketing Director, 403(b) Retirement Plan division of National Annuity Programs (NAP), in Austin, Texas. Prior to his NAP stint, he was a Financial Planner for C.L Zuk & Associates in San Francisco, California.

Mr. Boschert also served for 5 years as a Career Advisor at the University of California, Berkeley.

Boschert earned a Master's degree (1978) and Bachelor's degree (1975) from California State University, Chico.

Community Service: Rocky served as 1) Board President and 2) Treasurer for the Katherine Anne Porter Charter School District (KAPS) and previously served on the Board of Directors for the Wimberley Vallley Library District.

Rocky is a nationally published author on the subjects of green energy, the divestiture of fossil fuel stocks, the realities of ESG investing, and the common misuse of insurance annuities in retirement plans.

Anne Dobbs, Office Manager; Arrowhead Asset Management (AAM), since September, 2010.

Anne worked in the Enforcement Regulations division of the Texas Commission for Environmental Quality (TCEQ).

Anne earned a Master's Degree (1983) from the University of Houston and a Bachelor's Degree (1979) from Sam Houston State University. She resides in Wimberley with her husband and their two children.

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