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Our Commitment To A Personalized Approach Benefits You
At RICAP Asset Management, comprehensive financial planning and investment
Management begins with understanding who you are today and where you want to be tomorrow. As a small, independent advisory firm, we offer you the care and attention that will reassure you and give you peace of mind. Your personal financial issues will be addressed directly by the firm’s principal, Timothy Riley.
Getting to know you is part of the initial consultation. Then, we maintain our relationship by scheduling quarterly meetings to ensure you are on track toward achieving your goals. We are available to help you on an ongoing basis and are committed to honoring every relationship we enter into.
Our advice spans all personal financial planning disciplines and issues including:
- Your portfolio’s asset allocation
- Portfolio rebalancing
- Alternative investments
- Concentrated Equity Protection and Consulting
- Retirement planning
- Estate planning and employing trusts
- Protecting your family from death and disability
- Charitable Foundation and Donation Consultation
- Education funding for children and grandchildren
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