We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. Read more…
RDM Capital Associates Wealth Management

RDM Capital Associates Wealth Management

1161 Broad St, Shrewsbury (NJ), 07702, United States

Get Directions

(732) 219-9399

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA 09:00 – 14:00
TU 09:00 – 17:00 SU 00:00 – 23:00
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About RDM Capital is an independent registered investment adviser engaged in all aspects of wealth management for high net worth investors.
RDM Capital Associates Wealth Management cover
Description Agility

The uniqueness of RDM Capital lies in its size, its ability to respond quickly to fundamental changes in money market conditions, in the personal attention paid to each investor’s portfolio needs, and in the direct involvement of the firm’s investment professionals in determining each client’s investment objectives and risk profile.

Independence

Since its inception, RDM Capital has maintained complete independence from brokerage biases. Our firm operates on a discretionary, fee-only basis and accepts no commissions. As investment advisors, we have a fiduciary duty under law to make investment decisions on behalf of our clients that are solely in their best interests.
Awards Since its inception, RDM Capital has been ranked in Nelson Information/Lipper Marketplace's quarterly rankings of the World's Best Money Managers on 11 occasions in the U.S. Equity, U.S. Value Equity, U.S. Large-cap Equity, U.S. Large-cap Value Equity and U.S. Growth and Value Equity categories for performance periods ranging from 1 quarter to 5 years.
Products As a full service wealth management boutique, RDM Capital advises clients on all aspects of their finances. From separately managed investment portfolios to financial planning to life insurance and annuities to estate planning advice, our firm stands ready to work with our clients to achieve all of their financial objectives. We strive to provide a diverse array of services while building close personal relationships with our clients.

Investment Management

We manage all of our clients' accounts on a separate account basis and we do not outsource the investment management function to any third party portfolio managers. RDM Capital's investment professionals perform all security selection and portfolio review in-house and we typically invest clients' funds in individual securities that meet our stringent selection criteria, rather than mutual funds or other actively managed security products that are under the control of an outside manager. By taking this approach, our clients can rest assured that their portfolios are actively managed by an individual they know and trust and not a distant investment manager that they have never met.

401(k) Plan Advisory and Fiduciary Support

Many small to mid-sized businesses are significantly underserved by the large brokerage firms that advise their sponsored retirement plans. We believe that these plans are better served by a boutique firm like RDM Capital that provides greater accessibility, transparency, and personal attention to its clients.

Financial Planning

RDM Capital's investment professionals work closely with clients at all stages of life to develop financial plans and investment strategies to provide for their unique financial needs.

Estate Planning

As our clients move closer to retirment, we work toegether to prepare for all of life's contingencies, includng the client's estate. Through our contacts with tax, accounting and legal professionals in the wealth management business, we will form a team dedicate

Similar places nearby