Trustees are required to judiciously adhere to the specific guidelines of the trust to which they have been appointed.  One of those guidelines is to carefully evaluate the appropriateness of the investment portfolio.  Trustees must be able to turn to an organization, which will assist in the selection of investment options that are academically sound and free of “commission bias”.  RCM professionals provide that expertise in understanding the burden placed on trustees and will assure the selected portfolio complies with all aspects of the trust. 

For each trust, RCM will design and implement an academically defined, analytically constructed portfolio custom fit for each client.

RCM will carefully evaluate each trust client’s 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 advisor are focused on the same risk/return goals for each portfolio.