Our Approach

Our clients seek our advice for a wide variety of concerns. Whether it is assisting with trust work, providing advice on the sale or acquisition of a business, gifting, cash management, post-retirement issues, or simply addressing asset allocation needs, we will make recommendations on how to move forward.

Once we have identified your goals and discussed any issues, we will create a plan for the future. As we move forward, the concierge process will shine a light on any inefficiencies that may inspire a change of course. We do more than deliver a plan. We create a personalized road map that leads to the future you want; it’s designed to be iterative in order to navigate the ever-changing landscape along the way.

Based on your need’s assessment and financial plan, we will determine the proper asset allocation. Once that is established, we create the plan comprised of the most appropriate products and solutions. The RDM Investment Committee meets regularly to discuss market trends, individual names, sector weightings, and investment manager due diligence. We continually evaluate, iterate and optimize the plan.

As part of our client-centric concierge model, we regularly monitor progress and work hard to keep our clients in the know. In addition to portfolio performance reviews, we deliver market updates, quarterly commentary, financial plan adjustments, invitations to client appreciation events and more. When it comes to building strong client-advisor relationships, communication is key. That’s why our concierge model works.