Rich Erwin

Rich Erwin founded Investors Asset Management, Inc. (IAM) in 1983, the first investment advisory firm in Plano, Texas. He served as its president and chief investment officer until merging with Exencial, for which he serves as senior analyst/portfolio manager. In this capacity, he focuses on investment analysis, portfolio management, and leads the team that implements Exencial’s SELECT strategy, a methodology for choosing equities with sustainable characteristics. Rich earned a B.A. from Principia College (1973) and an M.B.A. from Babson College (1978). Prior to founding IAM, he spent 10 years in Boston serving a large charitable organization as senior investment analyst, portfolio manager, and trust officer. He was responsible for a security analysis team and the management of sizable institutional portfolios and personal trusts.

Recent Articles By The Author

Texas Roadhouse Should See Gains Where Other Restaurant Chains Fail

Texas Roadhouse Should See Gains Where Other Restaurant Chains Fail

Though restaurant stocks are on the decline, Texas Roadhouse has performed well and has a promising future.

These Seemingly Boring Investments Can Generate Exciting Returns

These Seemingly Boring Investments Can Generate Exciting Returns

Investors looking to capitalize on the strong housing recovery should consider timber real estate investment trusts. Here's why.

PNC's Overlooked Asset Now Represents 30% of Its Value

PNC's Overlooked Asset Now Represents 30% of Its Value

What sets PNC apart from its peers? The answer: its stake in the world's leading money manager, BlackRock.

How These 3 Technology Companies Weathered the Financial Crisis

How These 3 Technology Companies Weathered the Financial Crisis

Investors worried about the next bear market should take a close look at tech companies that managed to get through the Great Recession.