Broker Check



RCM offers local investment management services to University 403b and Corporate 401k retirement plan participants. Employees now have an option for professional advice on their retirement accounts and financial advisory needs. This service was not available a few years ago, but with participant requests and industry evolution a modern platform has been created.

RCM provides an unbiased review of the retirement plan platforms available to you and determines which platform most suits your specific needs. An investment policy and performance benchmarks are established to serve as formal guides to your plan. Russell Capital structures an investment strategy for both your current and future salary deferral contributions. RCM will manage and rebalance your account throughout the year, as necessary, and conduct regular due diligence of your investments and meet with you one-on-one for portfolio reviews. We also provide in-depth market and economic outlooks on a quarterly basis, and submit straightforward quarterly performance and billing reports to you. This information is also available online.

RCM sits on the same side of the table as retirement plan participants by employing a percentage based compensation model. An investment management relationship with RCM offers the confidence and peace of mind that a disciplined and strategic investment process is in place.