Qualified Organizations

RCM can be a very attractive choice for corporate financial officers seeking investment alternatives and strategies to provide low cost, sound returns to various pools of assets (i.e. cash reserves, ESOP Liability assets, etc.).  Not hampered by the traditional “commission product” bias, RCM investment professionals will assist in developing an investment portfolio designed to meet the specific needs of the corporation in terms of return and risk parameters. For each qualified organization, RCM will design and implement an academically defined, analytically constructed portfolio custom fit for each client. RCM will carefully evaluate each organization’s demographics, time horizon, risk tolerance, goal, liquidity needs, and cash flow when developing each custom portfolio. RCM will develop an Investment Policy Statement as an integral part of the investment process. In addition, RCM will provide detailed and informative quarterly reports and encourage quarterly client/advisor meetings.  During these meetings, investment results and strategies will be reviewed to ensure both client and advisors are focused on the same risk/return goals for each portfolio.