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What Makes Us Different


Client advocacy guides all that we do

At RCL, our clients’ interests are our only interests. We receive absolutely no fees, commissions or other financial benefits from the money managers, funds or any other vehicles in client portfolios.

To us, success is more than just numbers

We measure ourselves not just against institutional benchmarks, but also by our ability to satisfy your goals by delivering a true partnership based on complete impartiality, true independence, and dedication to your needs.

We construct innovative, customized portfolios

Our portfolio construction process builds upon traditional asset allocation to customize portfolios that meet your objectives in all market environments. We listen closely to your objectives and concerns to develop a portfolio that best serves your needs.

Portfolios benefit from our access to a robust solution set

Based on our core belief that no one investment firm has the best solution for every need, we have forged numerous strategic relationships to deliver highly customized portfolios built on timely insights and focused on factors that have the greatest impact on the investment environment.