A complete list of active advisors currently associated with RSI Advisors

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

RSI Advisors is an independent, state‑registered adviser that works with individual and high‑net‑worth clients to provide financial planning, portfolio management, and investment consultation. Beyond traditional planning and discretionary management, the firm offers a monthly market‑timing service for self‑directed investors and runs complimentary educational workshops on personal finance and investing. The firm blends strategic, passive asset allocation with active tactical approaches that draw on business‑cycle theory and proprietary volatility trading signals, deploying mutual funds, ETFs, ETNs and individual equities in either discretionary or nondiscretionary mandates. It also discloses availability of a performance‑based fee arrangement for eligible clients under a separate engagement agreement and charges a modest monthly fee for timing signals. Noteworthy attributes include a small client base and relatively low assets under management, which the principal supports using technical and cyclical models informed by an engineering and technical work background. RSI requires use of a specified custodial platform (clients cannot direct brokerage), has addressed a minor regulatory audit finding in its Form ADV updates, and routinely offers public educational sessions — features that are less common among peer independent firms.

To learn more about the advisors currently working at RSI 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.