National City, CA Office

Raskin Global Inc. provides discretionary investment management and financial planning to individuals, including high‑net‑worth clients, as well as trusts, estates and business entities. Offerings include portfolio management through SEI-managed programs, co‑advisor and third‑party manager referrals, held‑away account oversight, subscription financial consulting, and multi‑tier divorce financial analysis services.

The firm typically manages accounts on a discretionary basis, implements SEI asset allocation models and monitors third‑party managers, with at least quarterly reviews and rebalancing. Raskin Global discloses and offers leverage strategies — including the use of borrowing within separately managed accounts and leverage guidance in its premium planning — and identifies related risks in its disclosures.

As a small supported advisory practice (about three advisors, roughly 30 clients and roughly $31 million in discretionary AUM), the firm combines traditional asset management with a broad menu of consulting and litigation‑support services that are not common among peers. Firm management also conducts other financial businesses and maintains referral and fee‑sharing relationships (including insurance sales, 1031 referrals, software vendor referrals, TPM fee arrangements and compensation from certain banking programs), all of which are disclosed as potential conflicts of interest.