About Mt Rushmore Securities LLC
About
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About Firm
The firm, Mt Rushmore Securities LLC is a broker dealer based in Fairfield Iowa. The firm publishes the
Hedge Fund Consistency Index Newsletter which has been published since 1999. Mt Rushmore is a
boutique firm dedicated to helping investors target consistent returns through the careful addition of
alternative investments to their portfolio. The firm's main focus is managed futures managers and
hedge funds.
About Key Individuals
Gary Spitz, President
Gary created the Consistency Index initially in 1991. The original publication was The CTA Consistency
Index, published continuously since 1991,
printed or online. Since 1999, Gary spearheaded the
continuous publication of the Hedge Fund Consistency Index Newsletter which ranks and profiles 5000
Hedge Funds according to consistency on a risk-adjusted basis. Gary is president of Mt Rushmore
Management, the Managing Member of the Hedge Gateway Funds, an alternative investment fund
platform. The platform enables investors to customize their own portfolio via access to managers at
lower minimums. It offers online asset allocation tools and account tracking data.
Milton Klein, Vice President
Milton has over 30 years investment experience in alternative investments as well as managing a real
estate management company, Mattco Equities, Inc. His primary responsibilities are investment research
and investor relations with Investment Advisor Firms. Mr. Klein was a CPA and attorney in NYS. He has
qualified for Series 3, 22 and 63. He graduated with honors from the Wharton School at the University of
Pennsylvania with a BS in Economics. Mr. Klein also graduated from the NYU Law School. He was
admitted to the NYS Bar in 1966
David Lonsdorf, Vice President
David's primary responsibilities are administration, compliance and marketing review. David brings 18
years of administrative experience an executive administrator in the health industry.. Mr. Lonsdorf has a
BS in Pharmacy from the University of Wisconsin and a Masters in Education from MIU.
Margaret Rose Werd
Margaret Rose Paulsel Werd is Executive Vice President of Mt. Rushmore. Mrs. Werd has been in the
alternative investment industry since 1987. She helped co-found the Hedge Fund Consistency Index and
the CTA Consistency Index. She is currently director and former president and founder of Mt. Rushmore
Investment Corp, an introducing broker; former president of HOE Corp, a commodity pool operator.
Mrs. Werd is currently secretary and shareholder of Mt. Rushmore Securities, LLC. She also worked as
Marketing Editor/writer for the New York Times and was Director of Training for the Mid-West New
York Times Information Bank. She was a Director of CAI (Computer Assisted Instruction), and National
Accounts Manager for PASS (Professional Author Software Systems) for Bell & Howell. Mrs. Werd holds
degrees in English from Mary Baldwin College; a Masters in Education from University of Alabama, and a
PhD in Technologies for World Peace from MERU in Seelisberg, Switzerland and Vlodrop, Holland.
Don Claus, Vice President
Don joined MRS in January 2010. Don has over 19 year's investment experience including public and
private equity management. For the last 7 years Don was Vice President at Charles Schwab focusing on
custom portfolio management with high net worth individuals totaling approximately 400m. Don has
qualified for series 7, 63 and 65. Don attended the University of Missouri at Columbia.
Ed Meek
Ed is the founder and President of Edge Portfolio Management. He has over 15 years of experience as an
investment advisor. Prior to founding Edge Portfolio, Ed was the Senior Account Executive/Vice-President
of Oak Brook, IL Private Access Group. In 2000 Ed helped launch the Fidelity Private Access Group in the
Midwest which had a minimum account size of $5,000,000. He managed a group of clients with a
combined investment value of approximately $1.5 billion. In this position he provided solutions to clients’
investment needs including alternative investments, separate account money management, private
placement, fixed income, and mutual funds. Ed manages all aspects of the financial planning and
investment process for his clients at Edge Portfolio. Ed is a designated Certified Financial Planner (CFP®).
John Smith
John is the Vice President and Portfolio Manager at Edge Portfolio Management. He has 10 years of
experience in the investment industry. John began his career as a financial advisor at American Express
Financial Advisors. He then acted as an investment consultant for clients of The Vanguard Group. John
also spent 6 years of his career at Fidelity Investments. He worked alongside Ed Meek in supporting a
group of Fidelity’s high net worth clients with total assets of about $1.5 billion. John is responsible for
investment analysis and research, portfolio construction, and trading for Edge Portfolio clients. He
earned the designation of Chartered Alternative Investment Analyst (CAIA) in 2006. John is currently a
Level II CFA candidate.