AARON BONCK, CFA
TIME VALUE INVESTMENTS
Seattle, WA
2013 - Present
BUSINESS ADMIN: FINANCE
University of Washington
Tacoma, WA
SERIES 66
SERIES 7
SERIES 63
CFA CHARTER HOLDER
CSMFO
CMTA
WFOA
WPTA
OGFOA
Aaron Bonck, a Time Value Investments Vice President, is a CFA charter holder, a member of the CFA Society of Seattle, and active in many of public entity organizations including the Washington Finance Officers Association, the Oregon Government Finance Officers Association and the California Society of Municipal Officers among others. Aaron provides securities and investment management to public entities across the Western states.
E X P E R I E N C E
Aaron primarily develops portfolio strategies for clients, supplies them with relevant market information and provides them with appropriate fixed income security recommendations. Aaron also frequently teaches TVI’s institutional investment seminars including the popular class, “Public Funds Investing Made Easy” at public entity conferences.
E D U C A T I O N
Aaron received his bachelor’s degree in business administration with a focus in finance from University of Washington’s Milgard Scool of Business in 2013.
L I C E N S E S
Uniform Combined State Law Examination
Uniform Securities Agent State Law Examination
General Securities Representative Examination
Chartered Financial Analyst Designation
O R G A N I Z A T I O N P A R T I C I P A T I O N
California Society of Municipal Finance Officers
California Municipal Treasurers Association
Washington Finance Officers Association
Washington Public Treasurers Association
Oregon Government Finance Office Association
POSITION
Vice President
EMAIL
[email protected]
PHONE
(206) 365-3000
4/18/23, 2:19 PM Investment Brokerage
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INVESTMENT BROKERAGE
Bonds Are Time Value Investments
Time Value Investments, Inc. or "TVI", is widely recognized as a premier provider of Institutional Fixed Income Investments. Securities are provided through the bond trading desk at Concourse Financial Group Securities Inc, a subsidiary of Protective Life Insurance Corporation.
Through this alliance with Concourse Financial Group Securities Inc, Time Value Investments has direct, unfettered access to the major Wall Street bond inventories. This means the firm is under no pressure to "push" any one dealer's inventory. TVI clients appreciate this independent, unbiased approach. The highest priority of TVI's staff is to find the best bond values for their clients. True institutional access requires substantial infrastructure. Clients visiting our Seattle trading floor are often stunned at the sight of nearly 100 full sized monitors in one room.
As sophisticated as our operation is, one of the most differentiating features of TVI is our ability to simplify complex securities, strategies and investment operations. There is a reason our seminal 4 hour class “Public Funds Investments Made Easy” is consistently requested and well attended by institutional and public funds investors throughout the western states. We simplify institutional investing.
TVI Specializes in Public Funds Investments
Over 300 Public Entities Have Opened Accounts and Purchased Bonds Through TVI. 4/18/23, 2:19 PM Investment Brokerage
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While we have extensive experience with institutional investing generally, we have special expertise in public funds investing. Over 300 public entities have opened accounts and purchased bonds through TVI.
We are active in a wide variety of municipal finance officers organizations, including:
Washington Finance Officers Association
Washington Public Treasurers Association
Washington State Association of County Treasurers
California Municipal Treasurers Association
California Society of Municipal Finance Officers
Oregon Government Finance Officers Association
Idaho Associaton of County Treasurers
Colorado Government Finance Officers Association
Alaska Government Finance Officers Association.
Most of these organizations have invited us to teach classes on the subject of public funds investments at their various conferences.
Our extensive experience also includes:
Assisting with the construction of GFOA Best Practices investment policies Assisting in the development of portfolios that comply with those policies Executing investment purchases from virtually every major institutional fixed-income provider on Wall Street
Further, TVI has developed proprietary institutional bond reporting specifically for the public entity sector.