RCL Advisors provides customized investment advisory services to the fiduciaries of corporate pension and 401(k) plans, the trustees of estates and trusts, as well as the general partners and boards of directors of foundations, partnerships, and other family entities. We currently serve the needs of over 20 fiduciaries.

Our experience tells us that the services provided to fiduciaries must be different than those provided directly to individuals. Fiduciaries are held to a high standard of care and prudence. They may also be the subject of criticism and legal action if they fail to properly document their actions as being consistent with the portfolio mandates.

At RCL we assist fiduciaries in making prudent investment decisions for the funds they are responsible to oversee in an effort to minimize their risks. Our experience directly serving the needs of employees and other beneficiaries enables us to bring to the table an understanding of the desires and preferences of the people for whom many of our institutional portfolios were designed. This perspective also assists fiduciaries in making appropriate decisions for the portfolios they oversee.