For interested investors, Mark Salzinger offers mutual funds and exchange-traded funds (ETFs) with the goal of more return with less risk.
While he now focuses on managing money exclusively for clients of Salzinger Sheaff Brock, LLC, Mark Salzinger previously produced the monthly investment newsletter: The No-Load Fund Investor. For decades, thousands of investors scoured its pages for Mark’s latest and best insights into timely investing. To receive more investing information from Mark Salzinger, please fill out the contact form on this page.
Mark previously served as executive editor of Louis Rukeyser’s Wall Street and Louis Rukeyser’s Mutual Funds, working closely with the famed Louis Rukeyser to provide unbiased investment guidance to investors for almost a decade.
Mark has authored numerous articles and reports on mutual funds, ETFs, individual stocks, bonds and investment strategies. With additional background in investment analysis at J. & W. Seligman and Citigroup, Mark knows funds not only as a former insider, but also as an unbiased observer and advisor.
With his investment management firm Salzinger Sheaff Brock, LLC, Mark melds his experience with attention to each client’s unique situation, goals and investment temperament. The portfolios are unbiased and independent—focused on each client’s best interests. The goal is maximized return for an appropriate level of risk.
Of course, investing carries risk and past results are no guarantee or indication of future returns.
Dave Gilreath is a Principal at Salzinger Sheaff Brock, offering support to Mark Salzinger in the firm’s monthly performance updates with clients. In addition to his role at Salzinger Sheaff Brock, Dave drives investment policy and leads the investment committee at Sheaff Brock, a registered investment advisory firm he co-founded with Ron Brock in 2001, and where he currently serves as Chief Investment Officer and Managing Director. Dave also co-established the money management firm Innovative Portfolios with Ron Brock in 2015 and serves as a partner in related investment management companies.
Dave’s interest in investing dates back to when he started watching and reading Louis Rukeyser while in high school, and he now has close to 40 years of experience in the financial services industry. While in college, Dave owned and traded his own stocks, even making covered calls and purchasing options. He became a stock broker in 1981, working first for Bache Halsey Stuart Shields and later for Morgan Stanley/Dean Witter before co-founding Sheaff Brock in 2001.
Dave is a contributor of money management advice and information to investment columns for CNBC.com, Financial Advisor magazine, ThinkAdvisor.com, and Medical Economics.
He holds a B.S. from Miami University in Oxford, OH, and obtained his Certified Financial Planner® (CFP) designation in 1984.
As Chief Financial Officer of Salzinger Sheaff Brock, Ron handles all facets of finance and business operations for the firm. During his day-to-day, Ron coordinates operations with compliance, oversees financial management, and directs marketing efforts and staffing. He also helps guide overall strategic direction.
Ron has over 35 years of experience in the financial services industry, having started with Prudential Bache Securities before later moving to Morgan Stanley/Dean Witter. In 2001, he co-founded Sheaff Brock Investment Advisors with Dave Gilreath, where he currently serves as Co-Principal, Managing Director, and Chief Financial Officer. Ron also serves as Chief Financial Officer for Innovative Portfolios, the money management firm he and Dave established in 2015, in addition to handling this responsibility for other Sheaff Brock affiliate companies.
Ron earned his B.S. in Accounting from the Indiana University School of Business in Bloomington, Indiana.
Audrey serves as Chief Compliance Officer at Salzinger Sheaff Brock, where she oversees all compliance and risk oversight needs. She also serves as Chief Compliance Officer at Sheaff Brock, Innovative Portfolios, and other affiliate companies. Audrey’s previous experience includes roles as Chief Operations Officer with oversight over compliance at Wallington Asset Management and as Chief Compliance Officer and Vice President Finance & Operations at Winthrop Capital Management. She also forged a strong foundation in compliance, operations, accounting, and financial management while working at 40|86 Advisors and Conseco, Inc. in the Indianapolis area and KPMG Peat Marwick in Chicago.
Audrey graduated from Indiana University, Bloomington, Indiana, with a B.S. in Accounting, and is a certified public accountant. She also holds a FINRA Series 65 license, is a Chartered Global Management Accountant (CGMA), and is a member of the American Institute of Certified Public Accountants.
In her spare time, Audrey enjoys watching her two children’s swimming and soccer matches.
Taking care of client needs by providing and delivering professional, high quality service and assistance, Deb McCulley is aware of the power of personal connection, and she uses her skills to stay in close contact with Salzinger Sheaff Brock clients.
With more than 20 years in the financial services industry, Deb began in operations with E.F. Hutton in Cincinnati, Ohio, and when she relocated to Indianapolis, she applied her skill set at Morgan Stanley/Dean Witter as an administrative assistant to the Branch Manager. Deb was also part of the startup team at Star Wealth Management.
When not working in her flower beds, Deb enjoys antique shopping and biking, and her love of food and craft beers inspires her to try out new restaurants and new tastes.
Sheldon worked for more than 20 years as a Certified Public Accountant (CPA)—eleven in public accounting and more as an independent business owner. He now handles the day-to-day financial aspects of business at Salzinger Sheaff Brock.
Sheldon holds a B.S. degree in Accounting from Indiana University School of Business in Bloomington, Indiana, and has served as an independent controller and consultant for several small businesses over the years. He is a registered tax return preparer and a member of the Indiana CPA Society, and he also serves as a Controller for Sheaff Brock and its affiliate companies. Outside of work, Sheldon’s interests include working as a board member of the Jewish Federation of Greater Indianapolis and as a past president and board member of the Jewish Community Center of Indianapolis. He is also an avid weekend warrior basketball player.