Asset Dedication Appoints Manager of Advisor Solutions

Mill Valley, California - 13 October 2010

Asset Dedication, a provider of retirement income strategies for independent financial advisors, is pleased to announce that it has appointed James D. Alfred as Manager of Advisor Solutions. Mr. Alfred brings extensive client relationship experience, reinforcing Asset Dedication’s commitment to delivering innovative outsourced investment solutions within the advisor marketplace.
“Asset Dedication is focused on enhancing our partnerships with investment advisors who seek to build individualized retirement income strategies for their clients, at a time when more investors are entering this critical planning stage,” said Brent Burns, President and Founding Partner of Asset Dedication. “We’re excited to welcome Jim, whose experience in developing and maintaining client relationships within the financial services industry is invaluable as we expand our reach.”

“Jim’s appointment reflects our commitment to making ongoing investments in Asset Dedication’s service and support capabilities. He will play a key role in advancing the continued success of our clients,” said Stephen J. Huxley, Ph.D., Chief Investment Strategist and Founding Partner of Asset Dedication, LLC.

Mr. Alfred will be responsible for client relationship management, operations support and customer success. Most recently, he was Vice President at Black Diamond Performance Reporting, where he led the expansion of the company’s Western Region in sales, marketing and relationship management to independent financial advisors, wealth managers and all major custodian relationships. Prior to that, Mr. Alfred held senior-level roles at Advent Software, where he co-founded two highly successful client loyalty and satisfaction initiatives. Before joining Advent, he held both sales and marketing roles at several technology firms after entering the financial services industry as a successful investment manager with Merrill Lynch Wealth Management and Citigroup Global Markets.

“Asset Dedication takes a unique approach to serving the retirement advice market today, with an innovative investment strategy and turnkey solution for advisors,” Mr. Alfred said. “I look forward to working with our clients in linking financial planning with portfolio construction, throughout the life of an investor’s portfolio.”

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