Crown Point, IN Office

RCM Wealth Advisors provides investment portfolio management and financial planning to a mix of individual clients (including high-net-worth individuals), pension and profit-sharing plans, and corporate entities, and offers a range of managed asset portfolios, ETF and mutual fund strategies, and single-manager approaches. The firm implements both discretionary and non-discretionary accounts and provides written financial plans and periodic retainer planning services as part of its advisory offering.

The firm’s investment process uses fundamental and cyclical analysis overseen by an internal Investment Policy Committee that meets weekly, with strategies that range from diversified all-cap allocations to hedged overlay and options-based income programs. As of March 4, 2026, RCM reported approximately $176.8 million in discretionary assets and $212.0 million in non-discretionary assets, indicating a heavier reliance on non-discretionary engagements than is typical for multi-team firms.

RCM is distinctive among peers in maintaining an affiliation with a commodity/futures introducing broker and in having multiple advisors licensed as insurance agents, arrangements that allow the firm to offer futures/commodity services and insurance products while creating disclosed commission conflicts. Combined with active use of options and derivative overlays in its Managed Asset Portfolios, these affiliations and product capabilities differentiate its service mix from many similarly sized multi-team advisory firms.