What would happen to my account with Jim Puplava should he retire or be unable to manage my account?
First of all, Jim Puplava (born in 1950), has no plans for early retirement. His passion for the markets is longstanding and shows no signs of abating. Even during his “vacations” Jim spends as much time reading his investment materials and checking his Bloomberg quote screens as he does sailing. However, over the last several years as his sons and other members of his staff have gained investment experience and have pursued the appropriate licensing and certifications, Jim’s investment management approach has become more of a team effort (for further details, read about our Decision Process). Members of the staff, especially two of his sons, Ryan and Chris, are being actively groomed to provide the next generation of investment management expertise.
