• 1988
    Vern Sumnicht, MBA, CFP® founded Sumnicht & Associates Pioneer as a Fee-based Investment Advisor
  • 2003 – 2005
    Vern named Top 100 Independent Private Wealth Advisors in the country by Bloomberg
  • 2005
    1st dynamic model created: iSectors® Post-MPT Growth Allocation
  • 2005 – 2007
    Vern recognized as Worth's Top 100 Advisors in the Country
  • 2008
    2nd dynamic model launched:
    • iSectors® Post-MPT Moderate Allocation
    • Vern Sumnicht, CEO/CIO established iSectors®, LLC as an independent RIA
  • 2009
    Launched 8 new iSectors® Allocation models: Liquid Alternatives, Endowment, Domestic Fixed Income and 5 blended target-risk based Global Allocations
  • 2010
    Continued to Innovate and Grow Launched 3 new iSectors® Allocation models: Domestic Equity, Precious Metals and Capital Preservation
  • 2011
    iSectors® Tactical Global Balanced Allocation is launched
  • 2015
    Over $400M in AUA
  • 2019
    Launched the iSectors® Enhanced Allocation series to provide 5 new blended target-risk portfolio allocations
  • 2021 – 2022
    Launched dedicated iSectors® CryptoBlock® Allocations