asset allocation

We work in a consultative, inclusive manner that incorporates your attitudes and goals as an investor so that we can provide sound advice in structuring your portfolio as well as a careful appraisal of the investments and strategy we have formulated with you.

research

Analyzing the financial markets and rigorously assessing the risks and opportunities they hold for you is critical, which is why our approach is as disciplined as it is thorough. Our relationships with the country’s premier research services equip us to offer insights that guide investment decisions through all types of economic environments and our clients’ life phases and personal milestones.

passive investing

Passive investing tracks an index or a basket of indices. Our Advisor Research Models (ARMs) are passive investment models, led by RPg Family Wealth’s investment committee and supported by institutional research partners including Envestnet, Callan Associates, Wilshire Associates and Dynasty Financial Partners.

“It’s not either, or… but both, and…”
— Bill Eaton, CIMA®

active investing

Whether motivated by a need to reduce volatility or add the potential for greater returns than are typical with index funds, active investing can be a key component in generating long-term returns. At RPg Family Wealth, we have long supported a mix of passive and active investments in order to capture the cost advantages of indexing with the possibility of outperformance.

tactical investing

It is essential to start with a needs-based solution focused on minimizing a shortfall of wealth in retirement. We believe that a tactical approach can provide an objective way of seeking to avoid such a shortfall and can be highly customizable in a way that helps solve challenges as they arise, whether in response to changes in investor need or asset valuations.

alternative investments

RPg Family Wealth Advisory brings together a rare combination of resources that allows us to offer clients high quality and distinctive opportunities in the alternative investment field. Our process is led by our Investment Committee and is supported by Wilshire Associates and Dynasty Financial Partners. We leverage our unique position as an institutional “client of the Street,” along with our strategic partnerships, to source innovative strategies from the best investment minds in the business.

structured investments

We offer a variety of structured investment products that can be linked to a number of asset classes such as equities, commodities or currencies to accomplish specific objectives within your investment plan. A flexible and evolving segment of the capital markets, structured investments provide investors easy access to derivative instruments to facilitate highly customized risk-return objectives.

insurance and annuities

Protecting the wealth you’ve taken a lifetime to build should be an integral part of your financial planning. Your advisor at RPg Family Wealth Advisory will perform a complimentary insurance review and analysis that shows the extent of your coverage and any potential exposures. Protecting the value of your assets, your income and your family’s future requires making insurance a critical part of any comprehensive financial strategy.