Investment Committee
Robert B. Ausdal Jr., CFA
Lead Portfolio Manager, LifeCore & MBA Portfolios
Co-Manager, Hedge Portfolios
Rob has over 45 years of experience in the investment industry, beginning his career at the age of 16 in 1979 with Robert B. Ausdal & Co., Inc. in Davenport, IA (now Ausdal Financial Partners Inc. “AFP”).
Under Rob’s leadership, AFP grew from a FINRA Broker-Dealer with 3 registered personnel and client assets of under $100 million to an SEC registered Investment advisor/FINRA Broker-Dealer with over 220 registered personnel and over $6 Billion in client assets. During his tenure at AFP, Rob served in many Executive, Compliance, and Supervisory capacities, including President, Chief Executive Officer, Chief Compliance Officer for Advisory Operations, Chief Compliance Officer for Broker-Dealer Operations, and Chief Financial Officer.
In December 2023 Rob joined CPR Investments Inc. to work in partnership with CPR’s founder, Charles Reinhold, and former Hedge fund and Mutual fund manager Joseph Childrey, to build a company dedicated to Independent Advisors and their clients nationwide by providing innovative model portfolio solutions.
Rob has a B.A. in Finance from the University of Illinois, and is a Chartered Financial Analyst (CFA).
Joseph B. Childrey
Lead Manager Probabilities Portfolios
Co-Manager HCM Portfolios
Joe Childrey developed an investment philosophy incorporating behavioral finance principles and trend following. For fifteen years, he managed the Probabilities Fund L.P., a long/short hedge fund, and a substantially similar mutual fund from 2008 through February 2020; the strategy outperformed the S&P 500. Mr. Childrey served private and institutional clients at AG Edwards/Wells Fargo for 15 years, starting his career at PaineWebber. An inventor, Mr. Childrey, co-invented with Jon Jewitt a patented product in the consumer electronics industry that is marketed and sold worldwide. Mr. Childrey graduated from Western Maryland College with a BA in Sociology.
Sidney C. Hardee, CFA
Lead Manager HCM Portfolios
Mr. Hardee is the Managing Partner of Hardee Brothers, LLC. He has broad experience in fixed-income sales and trading, derivatives research, quantitative analysis, and portfolio management. Previously he was Trading Manager at the Bank of NT Butterfield in Bermuda, Market Analyst at Salomon Brothers focused on European Bond Markets, a Bond Trader at Lehman Brothers in New York and London and a Vice President Credit Markets Trading and Global Rates Strategy groups at JPMorgan. He is a Chartered Financial Analyst (CFA) and holds a B.A. in Economics and Mathematics from Yale University and holds a M.S. in Applied Statistics from Columbia University.
Charles P. Reinhold
Chairman Investment Committee
Co-Manager Apex Portfolios
Charles P. Reinhold is a seasoned financial professional with extensive experience in investment advisory, insurance, and financial services. With a career spanning over two decades, he has held multiple leadership positions in the financial industry, demonstrating his expertise in investment management, regulatory compliance, and client advisory services.
Charles P. Reinhold has built an accomplished career in financial services through hands-on experience, strategic leadership, and a deep understanding of investment and insurance sectors.
Throughout his career, Mr. Reinhold has been dedicated to providing clients with financial guidance, investment strategies, and risk management solutions. His leadership in various financial institutions underscores his commitment to the industry and his ability to navigate complex financial landscapes effectively.
Justin P. Reinhold
Lead Manager Multi-Index Plus Portfolios
Co-Manager Apex Portfolios
Justin Reinhold is a dynamic financial professional and entrepreneur with expertise in investment advisory, insurance, real estate, and custom home building. With a diverse career spanning multiple industries, he has successfully built a reputation for providing clients with strategic financial solutions and real estate expertise.
Justin P. Reinhold has gained extensive industry knowledge through hands-on experience in financial services, real estate, and business management.
With a strong foundation in financial advising and a passion for entrepreneurship, Mr. Reinhold continues to make a significant impact in the industries he serves, offering tailored investment strategies, insurance solutions, and real estate services to his clients.
Allen Shepard, PhD
Investment Committee Member
Dr. Shepard co-developed the Fund’s investment strategy with Mr. Childrey and has served as an outside consultant to the investment committee since the firm’s inception. Dr. Shepard has developed proprietary hedging models for use in managing preferred and fixed-income securities, and is currently Vice President and Senior Risk Analyst at Stonebridge Advisors. Dr. Shepard held positions as a Gibbs instructor in the Mathematics Department at Yale University. He received his PhD in Mathematics from Brown University and a BA in Mathematics from Hampshire College.