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Client Relations

The Wealth Management team has many years of combined experience from different aspects of the investment world. Focused on providing our clients with the most suitable investment solutions for their current and future needs, the process starts with meeting the clients, assessing their risk and return tolerance, financial objectives and investment preferences. RSF will proceed to suggest an individual wealth plan to help achieve our clients’ goals. As an ongoing service, our Wealth Management team will continue to support and follow-up with the clients and keep them updated on changes in the economy and our investment products.

 

System Structure


RSF employs the most up-to-date system structure for investment portfolio management, performance measurement and reporting software. This technology delivers a powerful, scalable, and cost-effective investment tracking and client-reporting system.

 

  • Portfolio & Fund Client Reporting
     
  • Real Estate Portfolio Reporting
     
  • Total Client Privacy & Security
     
  • Always Anticipating Our Clients› Needs & Preferences
     
  • Portfolio & Fund Analysis
     
  • Continuous Asset Allocation Monitoring