Champions of livelihoods and futures.

Odds are, you’ve got better things to do with your time than obsess over your finances. That’s where RGT comes in. We obsess for you. Based on your aspirations, we can help orchestrate your entire financial picture. And with our expertise, we can turn your goals into reality.

Wealth Advisory Services

RGT simplifies the complex details of managing your wealth so you can relax and enjoy your success. We formulate innovative strategies, develop integrated financial independence plans, and implement personal investment portfolios that grow and evolve with our clients’ ever-changing lives.

Working closely in coordination with other advisors, our team of financial specialists assists you in the following key areas:

• Investment management and portfolio construction
• Financial independence planning
• Estate planning and wealth transfer
• Corporate trustee services
• Education and goal-oriented planning
• Foundation management and charitable giving
• Business investment analysis and succession planning
• Life and disability insurance consulting
• Personal budgeting and cash flow
• Bill processing
• Personal financial statements

Portfolio Management

RGT provides investment management services for our clients following a thorough review of their goals, risk profile, and need for income and growth. We prepare a detailed investment plan and implement it over time to optimize performance and reduce risk. Our philosophy is grounded in a long-term, customized approach, based on a balanced, well-diversified portfolio that provides us with the ability to capitalize on opportunities in markets.

We provide a unique way of assessing potential return and risk in our clients’ portfolios through the use of functional asset classes. This allows us to discuss the purpose of each investment strategy rather than the technical merits behind the specific allocation. To execute effective customized client portfolio construction, we utilize equity, fixed income, real estate, energy, hedge funds and where appropriate, private equity specialty managers, to create the appropriate blend of investments. These strategies could include small company domestic equities, international investments and planning for concentrated stock/bond holdings through the use of hedging. Our portfolio communication and reporting is clear, concise, and consistent. And we are available to meet with our clients at their convenience to review all aspects of their portfolio and financial world.

Family Office Services

Just as with our traditional advisory services, we offer customized solutions through our family office services. We strategically work towards your family’s goals and aspirations. From portfolio management to cash flow analysis and bill processing to trust services and private foundation management, we tailor our services to meet your needs and maximize your return.