A complete list of active advisors currently associated with Reagan Companies Asset Management, Inc

Warmer can help you find a great advisor at Reagan Companies Asset Management, Inc or one who fits your needs even better.

Reagan Companies Asset Management, Inc provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, and employer-sponsored retirement plans (including 401(k) and pooled profit-sharing plans). The firm also offers educational seminars and workshops on market updates to clients at no charge. RCAM documents client goals and risk tolerances in an Investment Policy Statement and implements portfolios using a mix of analysis methods—fundamental, technical, charting, and cyclical—employing both long‑ and short‑term trading as appropriate. The firm will direct clients to third‑party managers when suitable, and uses discretionary authority to execute trades; third‑party managers used include Vanguard Personalized Indexing Management and Parametric Portfolio Associates. Managing roughly $1.16 billion in discretionary assets across four advisors, RCAM has an atypically high assets‑per‑advisor profile for its peer group. It is also notable for providing 3(38) fiduciary consulting for employer plans (including work with 403(b) public‑school programs), requiring clients to use RCAM‑recommended custodians, and receiving custodial research and related services that support its trading and reporting practices.

To learn more about the advisors currently working at Reagan Companies Asset Management, Inc, 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.