Mr. Pyndus is a 44-year veteran of the securities industry, specializing in investment management consulting services for 401(k) plans and investment management for individuals. He was a charter member of Investment Management Consultants Association (IMCA). Mr. Pyndus was certified as a Certified Investment Management Analyst (CIMA) by the Investment Management Consultants Association in 1993.
Nominated for Who's Who of Investment Management Consulting for selection into the 1999 Who's Who of Investment Consultants. Mr. Pyndus graduated from the University of Texas with a Bachelors degree in Accounting. He lives in Allen with his wife Linda and has two children and four grandchildren. Mr. Harris is a veteran of the securities industry, specializing in wealth management issues and investments.
Nominated for Who's Who of Investment Management Consulting for selection into the 1999 Who's Who of Investment Consultants. Mr. Pyndus graduated from the University of Texas with a Bachelors degree in Accounting. He lives in Allen with his wife Linda and has two children and four grandchildren. Mr. Harris is a veteran of the securities industry, specializing in wealth management issues and investments.
Services
Companies rely us to inform and provide data for decision-making. Our advice to Trustees minimizes Fiduciary duties; Trustees can act effectively and gain confidence in meeting compliance requirements. We don't just communicate, we educate. Shade Tree provides comprehensive investment education that produces confidence in employees' investment decisions and control over their plan.
We conduct active employee education and provide investment advice. We conduct employee educational meetings in person, on site, annually or semi-annually. We produce videos to further the employees' access to education. Our custom videos for your company allow your employees 24 hour access to the "How To" library.
If you are establishing a 401k plan, You can use our videos to find answers to many of your 401 k questions. We at Shade Tree Investment Advisors, are plan consultants for Defined contribution plans. We have created this series of videos to assist you, the employer to quickly learn what is involved in starting a 401k plan and what may be required by you to establish a plan.
The technology enhanced markets of today produce faster reacting, more emotional, sentimental driven and news oriented global markets. This results in; increased volatility, a rapid change in market value, and short term market swings that are counter-intuitive to basic investment principles. These market conditions create difficulty in maintaining a single long-term investment approach.
The value of experienced consulting. Our independence allows us to affiliate with Major Market or small market Vendors & Plan Administrators, Bundled or Unbundled. Select optimum number and category of Investment Options to meet your Employer guidelines, diversification and performance returns. Inform Employer and Employees of Market Trends and Economic Factors That May Effect Their Portfolio.
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