At RCM, we focus on individual client needs and offer truly personalized attention. Our service philosophy begins by listening to clients, creating a shared vision, then helping them execute informed financial decisions in a complex world. This goes beyond a simple passion to always "do the right thing" for clients. Operating as a fee-only fiduciary, RCM is unaffected by the conflicts of interest that may exist in traditional bank and brokerage settings: no proprietary products to sell and no sales goals to meet. We take pride in acting in a client's best interest at all times, carrying out the highest standard of care when providing financial advice.
Clients deserve the best opportunity to reach their goals independent of historical market performance.
Markets are dynamic. Stocks, bonds, commodities and other assets can rotate in or out of favor for long periods of time, and market turmoil can shake investor confidence and create the potential to execute the wrong investment strategy at the wrong time. The bear market of 2000-2002, along with the market’s collapse in 2008, are recent periods that rattled even the most steadfast asset allocation plans, begging the question: "Is there a better way to monitor and manage risk?"
We believe in clearly understanding client goals and risk tolerance. Remaining adaptive to changing market conditions requires active consultation and portfolio adjustments when appropriate. Clients deserve the best opportunity to reach their goals independent of historical market performance.
services for individual investors:
- Financial & Portfolio Review
- Portfolio Risk & Cost Analysis
- Retirement Planning & Cash Flow Analysis
- Discretionary Investment Analysis
- Concentrated Stock Analysis & Management
- Fundamental & Technical Investment Analysis
- Financial Decision Making Guidance
- Education Planning