A complete list of active advisors currently associated with RSG Investments LLC

Warmer can help you find a great advisor at RSG Investments LLC or one who fits your needs even better.

RSG Investments, LLC is an SEC-registered investment adviser that manages roughly $140.5 million and serves individuals, trusts, retirement and profit‑sharing plans, and business entities. The firm provides discretionary asset management through direct portfolio management and model portfolio solutions, together with financial planning and qualified plan consulting. RSG combines the use of third‑party model managers (utilizing AE Wealth Management’s model program) with direct asset management and uses fundamental, technical and tactical/strategic asset allocation methods, typically managing accounts on a discretionary basis while permitting client‑imposed restrictions. The firm also provides complimentary retirement workshops for prospective clients and conducts periodic (at least annual) account reviews, with custody generally held at Charles Schwab or Fidelity. Noteworthy aspects in the brochure include that many of its investment adviser representatives are separately licensed insurance agents who may sell annuities and other insurance products (the brochure estimates about half of advisers’ time may be spent on insurance sales) and that the firm works with an insurance marketing organization (Advisors Excel), which can involve incentive arrangements. RSG also acts as a portfolio manager in a wrap fee program sponsored by AEWM and discloses related conflicts of interest and supervisory controls intended to address those conflicts.

To learn more about the advisors currently working at RSG Investments LLC, 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.