About RCM Investments strives to grow your money. It is as simple as that. Our philosophy is to always stay
up-to-date & connected with the market, empowering us to provide you with the correct knowldege to invest wisely.

For Individuals One of the greatest strengths of RCM is our objectivity when it comes to portfolio construction and
investment selection. Our platform empowers you to achieve your goal of building or preserving wealth.

For Employers RCM Investments strives to grow your money. Our philosophy is to always stay up-to-date and
connected with the market, empowering us to provide you with the correct knowldege to invest wisely.

Contact We are happy to offer you a FREE portfolio review, a FREE retirement
plan consultation, or a FREE 401k plan analysis for employers.

Retirement Plans

We have taken our unique ability to construct highly customized personal portfolios and translated that skill set into retirement plan design. We want retirement plan participants to experience the same consistent outperformance that our individual clients enjoy.

That expeirence begins by helping plan trustees adhere to their Investment Policy Statement and understand their fiduciary duties under current ERISA guidelines. We then help design and implement company retirement plans according to those guidelines and investment needs. Additionally, we work on an ongoing basis to support plan trustees in their efforts to inform and educate their participants.

As a firm, our relationships with plan vendors and third party adminstrators has afforded us very competative prices on all types and sizes of retirement plans. Plan types we typically work on include: 401(k), 403(b), 401(a), 457, Profit Sharing Plans, Self Employed 401(k), Simple IRA’s, Sep IRA’s, and Pension Plans.

Contact us today for an initial consultation so we can begin gathering bids for your company’s retirement plan.

Schedule Your Initial Consultation!