Your independent boutique investment firm since 1982. Not only do we provide investment advice to our clients, but provide a higher wisdom of personal finance to help them move toward financial independence.
It is our intent to earn our clients’ trust through a passionate commitment to great service and superior investment management. We expect that our clients will come to appreciate RCM to the point that they will eagerly refer us to those they care most about.
AIFA® A Heightened Level of Responsibility
We have always believed that effective relationships with our clients are built on trust.
That trust is grounded in a commitment to act in your best interest. Indeed this responsibility is required of investment professionals who act as fiduciaries to clients. In addition to this requirement, Craig has undergone extensive study and training to enact fiduciary excellence. This is signified by the Accredited Investment Fiduciary Analyst™ (AIFA®) designation.
Although there is a virtual alphabet soup in the world of finance, the AIFA® designation is one that we feel is particularly important to help make you secure in the knowledge that we not only aim to meet the requirements as set forth by law, but wish to exceed them and abide by a gold standard of fiduciary responsibility.
Our promise to you is that you will never have to wonder if your advisor is working in your best interest.