Areas of Service
Individual and family clients deserve the same fiduciary care and quality that institutional investors command. Our goals are to ensure that our clients have a clear view of their financial lives, that their investments align with their beliefs, and that they are free to focus time and energy on their passions, families, and goals.
Fundamental FINANCIAL PLANNING
We review our clients’ entire current financial picture with them, and discuss their vision for growth, transition, and financial purpose. Together, we will look at long and short term goals to create specific guidelines regarding savings. We’ll provide detailed analysis of your cash flow for yourself, your family, or your business so you always know where you stand. We will also address expense planning in regards to items such as, but not limited to, educational funding, real estate purchases, and adding to the family. We’ll show you what it’s going to cost and the most efficient vehicles to prepare for these big expenditures as part of your holistic long term plan.
investment planning
Investment management is the at the heart of our services. We analyze all aspects of a client’s current financial situation and desired outcomes prior to constructing a portfolio. As fiduciaries, we use custodial accounts to manage our client assets so that their money is always safe, secure and free from conflicts of interest.
RNS focuses on cost-effective after-tax results. We do not believe in gimmicks, one-size-fits-all approaches, or experimenting with our client's investments. Rather, we focus on utilizing the best proven investment vehicles for every component of your portfolio.
We shape our investment philosophy around the Free Market Portfolio Theory. The Free Market Portfolio Theory is the synthesis of three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Model. Together these concepts form a powerful, disciplined and diversified approach to investing. (The Free Market Portfolio Theory is a trademark of Mark Matson, Inc.)
advanced planning
Protection and growth of your assets can only take you and your financial plan so far. True success comes in deploying assets in a powerful way. We take our clients beyond just an investment conversation, and into the space of using their assets to fulfill their dreams. From tax-conscious money management to designing legacies and charitable endeavors, we show our clients how to keep more of their money and direct it toward what’s most important. We turn big numbers on a balance sheet into big impact on lives.
“Our approach is specialized, because you are more than a spreadsheet. We focus on you, so that you can focus on your dreams.”