A complete list of active advisors currently associated with RSD Advisors

Warmer can help you find a great advisor at RSD Advisors or one who fits your needs even better.

RSD Advisors is a small independent investment adviser that provides financial planning and discretionary investment management primarily for individual clients, and also accepts pension and profit‑sharing plan clients, including a single small 401(k) plan. The firm invests client assets in bonds, equities, master limited partnerships, REITs, and mutual, closed‑end and exchange‑traded funds, and does not use hedge funds or private equity. The firm’s investment process relies on fundamental analysis and tailors portfolios to each client’s risk tolerance, time horizon and stated preferences, usually under discretionary authority while accommodating client‑directed restrictions. It uses risk and planning software (Nitrogen/Riskalyze and MoneyGuide Pro), conducts quarterly account reviews with a 25% change trigger for immediate review, and provides annual written account reviews. Distinctive features noted in the brochure include the firm’s practice of permitting borrowing in separately managed accounts and its acceptance of retirement plan clients, both of which are uncommon among similar solo independent advisers. The firm operates as a single‑advisor practice whose principal holds CFA and CFP credentials, works with multiple custodians (recommending Altruist), and participates in a peer RIA study group for ongoing investment and practice discussions.

To learn more about the advisors currently working at RSD Advisors, 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.