A complete list of active advisors currently associated with RLS Financial Group, Inc.
Warmer can help you find a great advisor at RLS Financial Group, Inc. or one who fits your needs even better.
RLS Financial Group is a small independent advisory firm that provides investment management, financial planning, portfolio design, model-portfolio implementation and hourly consulting to individuals, trusts, business owners and a range of institutional clients including retirement plans, private foundations, public charities and government entities. The firm manages client accounts on both discretionary and non-discretionary bases and offers both active and passive management alongside consulting and investment research services. The firm’s investment process combines fundamental, technical and behavioral analysis and uses proprietary market indicators and charting to identify market “dislocations” and time entries and exits; active management is used to seek capital preservation and profit retention while passive strategies and model portfolios are also employed. Actively managed accounts are continuously monitored, and the firm requires use of a discount brokerage it selects for active portfolios while accepting discretionary authority subject to client limitations. RLS is distinctive among peers for its affiliated pension consulting practice and the firm’s actuarial background in designing and administering retirement plans for hundreds of companies, which supports work with pension and profit-sharing plans and other institutional clients. The firm also uses performance‑based fee arrangements for qualified clients and offers annuity and insurance products in connection with advisory services, a combination that the firm discloses and manages for potential conflicts.
To learn more about the advisors currently working at RLS Financial Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newtown, CT
| 27
|
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