Cullen Roche — SPARQNOW

At-a-Glance

Serves as Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds.
Founded his own low-fee advisory firm in 2005.
Developed the Defined Duration methodology, a financial planning based asset management strategy.
Authored the book and website Pragmatic Capitalism.
Sits on the board of ETF Trustees at Cambria Investments.
Helped manage nearly half a billion dollars in client assets at Merrill Lynch starting in 2003.

Biography

Cullen Roche is the Founder and Chief Investment Officer at Orcam Financial Group and Discipline Funds. These firms specialize in providing holistic financial advice and implementing low-cost asset-liability matching portfolios. He utilizes his proprietary Defined Duration methodology, an asset management strategy designed to assist individuals in navigating retirement and various life-stage financial horizons.