A complete list of active advisors currently associated with Rs Crum Inc.

Warmer can help you find a great advisor at Rs Crum Inc. or one who fits your needs even better.

RS Crum, Inc. serves individuals (including high net worth clients), trusts, estates, charitable organizations, pension plans, and small businesses with investment management, financial planning, retirement advice, and business consulting. The firm operates on a fee-only basis and offers both ongoing discretionary portfolio management and limited-duration, flat-fee engagements tailored to specific client needs. Investment decisions are implemented through individualized, asset-allocation models that emphasize global diversification across cash, equities, fixed income, mutual funds, ETFs, and alternative investments, with portfolios managed separately for each client. The firm routinely executes trades on a discretionary basis under limited trading authority, provides regular reporting from custodians, and makes available mutual-fund-only allocations that can include access to Dimensional Fund Advisors (DFA) funds not broadly available directly to retail investors. Distinctive features include an employee ownership transition completed in 2011 and a multi-advisor CFP® team structure supporting professional continuity for a relatively concentrated client base with substantial assets per client. RS Crum also emphasizes business consulting and transactional advisory experience alongside investment services, uses custodial arrangements (including limited power-of-attorney and standing letters of authorization) for fee billing and trade execution, and relies on institutional support services from a major custodian.

To learn more about the advisors currently working at Rs Crum 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.