Spiva retired at 45 from her position as senior vice president of sales for the southeast division of the investment group Charles Schwab and said financial education programs can be empowering.
Mr. Walsh at the New Jersey Division of Investment said he expects better because the financial climate is calmer today, adding "if we don't get the expected prices and terms, " the pension fund won't sell.
The institutional division of Warren Financial Service, WFS Funds, provides alternative investment strategies for high net-worth investors, foundations, endowments, and family offices.