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Advising Institutions


RCL Advisors is a 100% employee-owned and completely independent investment advisory firm with a highly experienced team of professionals. We are dedicated to satisfying the goals of our institutional clients and their beneficiaries, participants and constituents. We understand the fiduciary and investment issues facing small- and mid-sized institutions including foundations, endowments, hospitals and plan sponsors. Our experience, supplemented by our strategic alliance with one of the world’s largest institutional investment consulting firms, ensures that we deliver fiduciary and investment solutions that are as prudent and as sophisticated as those available to the largest institutional investors.

More importantly, our service model for our institutional clients is driven by these core principles:

  • Client advocacy guides all that we do.
  • To us, success is more than just numbers.
  • We execute thoughtful and prudent investment plans.
  • Portfolios benefit from our access to a robust solution set.