Asset management

An effective approach, a personal commitment

At RSM US Wealth Management, we are your wealth manager, not just your portfolio manager. We manage your total financial picture to help you live a great life. Our goal is to deliver thoughtful and proactive solutions, relevant insights, clear analysis and timely suggestions. Our planning helps address the two biggest drivers facing your wealth strategy – spending and saving. Our investment process is an important component of your overall planning process.

Our investment philosophy

Through all of the noise in the investment industry, we believe there are six drivers of investment returns:

  1. Asset allocation
  2. Cost
  3. Tax efficiency
  4. Risk
  5. Investor behavior
  6. Time

Our integrated and customized approach to investment consulting is designed to help meet your investment goals, so that you can live with confidence knowing that your wealth is working hard for you.

Our investment approach

A well-designed portfolio is goals-based, thoughtfully allocated, globally diversified, risk-focused and delivered in a disciplined manner. We believe this approach adds value and reduces risk, simplifying your financial life and freeing you to enjoy the true wealth of life. Our approach to investing is also designed to deliver the benefits of a sophisticated understanding of capital markets, strong investment managers and ongoing portfolio reviews.

When working with us, you’ll work with a local wealth management advisor who invests time to understand your individual needs and is supported by a national investment team. This means you’ll have access to a trusted advisor who places 100 percent of their attention and focus on your needs.

Wealth Management Services Disclosure