Investment Management
The foundation of RCM is investment management. With over 80 years of combined investment experience and more than $1 billion in assets managed we have the experience to help you achieve your goals.
RCM applies the principles of Modern Portfolio Theory, asset allocation, diversification, relative strength and market risk analysis into our investment methodology. We believe this allows RCM to design and manage your portfolio with the intent to achieve compelling risk-adjusted returns across all market cycles. We believe our asset allocation enables us to optimize long-term performance, control volatility and identify new investment ideas in response to opportunities and risks we see on the horizon. As market conditions change, RCM will make appropriate adjustments to your portfolio.
One of the greatest strengths of RCM is our objectivity when it comes to portfolio construction and investment selection.
Here is a list of commonly utilized investment vehicles in RCM portfolios:
- Equities
- Individual Stocks
- Exchange Traded Funds (ETF’s)
- Mutual Funds
- Closed-End Funds
- Fixed Income
- Municipal Bonds
- Corporate Bonds
- U.S. Treasury Bonds
- CD’s
- Mortgage-backed Securities
- Managed Accounts
- Access to over 250 separate account managers
- Multi manager accounts
- Mutual Funds and ETF’s in a single contract environment
- Insurance and Annuities
- Variable Annuities
- Fixed Annuities
- Term Life Policies
- Whole Life Polices
- Alternative Investments
- Managed Futures
- Oil and Gas
- REIT’s / Non-public REIT’s
- Structured Notes, Market Linked Notes, Step Up Notes
- Hedge Funds