A complete list of active advisors currently associated with The Raffin Group LLC
Warmer can help you find a great advisor at The Raffin Group LLC or one who fits your needs even better.
The Raffin Group provides customized portfolio management and financial-planning-related services for individuals — including high-net-worth clients — and also works with corporations and charitable organizations. The firm conducts an initial interview using financial planning software and produces a tailored investment plan and ongoing portfolio monitoring documented in an Investment Policy Statement. Investment decisions are implemented through model allocations combined with client-specific recommendations, and the firm employs multiple methods of analysis (modern portfolio theory, fundamental, quantitative, technical and charting). TRG generally seeks discretionary authority to execute trades and may employ margin/borrowing, short sales and options strategies, which can introduce leverage and additional risk to some accounts. Noteworthy differences from many peers include acting as sponsor and portfolio manager of a wrap fee program and a principal’s active role as a licensed insurance agent who may accept commissions for insurance or investment product sales; the brochure discloses this potential conflict and the firm’s practice of informing clients. The firm also lists corporate/business clients among its clientele and discloses outside business roles and the use of separately managed accounts (including situations involving borrowing), features that are less common among independent advisers.
To learn more about the advisors currently working at The Raffin Group 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.
Name |
Location |
Years of experience |
|---|---|---|
Los Altos Hills, CA
| 11
|
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