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 and financial planning to individuals (including high-net-worth clients) as well as pension, profit sharing and other retirement plans. The firm also offers retirement plan consulting and will, when appropriate, direct clients to third‑party investment advisers; it reports $1,160,784,261 in discretionary assets under management. The firm’s investment process is documented in client-specific Investment Policy Statements and combines charting, fundamental, technical and cyclical analysis across long‑ and short‑term trading strategies. RCAM typically operates with discretionary trading authority, monitors portfolios regularly, and implements outside managers in certain situations (including relationships with Vanguard Personalized Indexing and Parametric where appropriate). Noteworthy features include a relatively high level of assets per advisor — the firm’s AUM divided among a small advisory team places it above $200 million per advisor, which is uncommon for comparable team firms. RCAM also provides no‑charge educational seminars and workshops on market updates, offers 3(38) fiduciary services for some retirement plans, and requires clients to use RCAM‑recommended custodians rather than allowing directed brokerage.

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.