A complete list of active advisors currently associated with RCS Financial Advisors, Ltd

Warmer can help you find a great advisor at RCS Financial Advisors, Ltd or one who fits your needs even better.

RCS Financial Advisors, LTD provides discretionary asset management to individuals, custodial accounts, corporations, IRAs and trusts. The firm charges advisory fees based on a percentage of assets under management and states it has no minimum account size for opening or maintaining accounts. The firm’s investment process is based on fundamental analysis, evaluating items such as financial statements, management quality, valuation and fund company strength, and it employs both long- and short-term purchase strategies across mutual funds, equities, corporate and government bonds, and certificates of deposit. Accounts are reviewed at least annually or upon client request or material market events, and monthly performance for each account is logged and maintained in separate records. Distinctive operational features include centralized oversight of personal and related-person trading—approvals and execution for related accounts are handled internally and those accounts are segregated under a master account—and the firm does not aggregate client trades. The advisor has a long background in banking and private banking prior to leading the firm, and the practice’s small client base and manual monthly performance logs indicate a hands-on, manually managed operational approach; proxy voting is retained by clients rather than handled by the firm.

To learn more about the advisors currently working at RCS Financial Advisors, Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.