Prospective Clients
Because our success is tied to your success
It's RCM's job to worry about your money, so you don't have to. So, what can a client expect when beginning a relationship? Following our initial planning and investment strategy discussions to establishing a working advisory relationship, our experienced administrative staff will work with you to open all accounts and process any paperwork. Their goal is to do everything they can to make this process as seamless and efficient as possible. We'll keep you up-to-date on the status of your account openings and the movement of any monies or assets. We'll work with you to make sure the profile of your relationship is correct from the start. Learn more ›
Our advisors consult with our clients daily on trust and estate planning. We speak the same language as Estate Attorneys on the more complex as well as simple issues and are able to convey terms and issues to our clients in everyday language. We are able to answer many questions as the starting point for planning your estate and trusts. Many times we act as point person for the various parties involved in the planning and implementation process: attorneys, accountants, trustees and other insurance and investment professionals.Learn more ›
We have a special understanding of families who enjoy a significant net worth. Our extensive experience allows us to be highly responsive, while providing customized solutions in a holistic approach to wealth management. This includes appropriately structuring your investment portfolios while balancing risk in order to comfortably maintain your lifestyle for generations to come. Learn more ›
RCM has longstanding experience in managing institutional accounts for tax-exempt organizations with varying goals and objectives. Whether it's an endowment, private foundation or public charity, RCM manages investment accounts from the creation of the charitable vehicle to the distribution of the accumulated income. We manage donor advised funds, individual and corporate charitable funds, and charitable trusts; and we can also work through local community foundations such as Bluegrass Community Foundation. If there is a philanthropic goal, then we're equipped to manage it. Learn more ›
As we age there are many events that bring change to our lives. These "life events" impact not just our personal and professional lives and priorities, they also can impact our financial objectives. From the birth of a child to the death of a spouse, Russell Capital can help you plan for changing times.Learn more ›
RCM provides investment management services for Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, SIMPLE IRA and Individual 401k retirement plan accounts. These accounts are a tremendous tool for compounding retirement savings, whether or not you are already participating in an employer sponsored retirement plan at work. They're also a fabulous tax savings tool. Learn more ›
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. Learn more ›