RLS Financial Group, Inc. was founded with the purpose of providing high quality professional Investment Advisory Services to a wide variety of individual, corporate and institutional clients. Our reputation is a reflection of the high quality pro-active advice and outstanding personal service that is provided by our extremely knowledgeable personnel. At RLS, we believe that acting professional is not enough, rather, we must also strive to achieve exceptional results for our clients. We do this by continually assessing risk vs. reward which is so vital to discovering potentially valuable investment opportunities and avoiding potentially dangerous investment "traps".
Clients and their investment needs come in all types and sizes. Their investing experience and financial needs vary widely, and change over time. RLS believes strongly in meeting the specific needs and preferences of each client, and, to this end, provides six different types of services:
1) Client Consulting and Advising (without investment management)
2) Investment Analysis and Research Services
3) Portfolio Design Services
4) ACTIVE Investment Management: securities accounts, mutual funds, and/or variable annuities
5) Passive Investment Management: securities accounts, mutual funds and/or variable annuities
6) Model Portfolio Investing
Clients often ask RLS to provide a combination of services such as advice and consultation as needed on an hourly fee basis and active day-to-day management of their portfolio billed on a percentage of assets basis. Please click here to see a more detailed description of services that RLS provides.
We believe that it takes this rare combination of great personal service, flexible working relationships, exceptional knowledge and vast experience to make it possible to provide the outstanding results that clearly set us apart from other Investment Advisors. Accordingly, our personnel must meet the highest standards of educational and professional background, knowledge, intelligence, community service, leadership and judgment necessary to serve as our investment management professionals. All personnel are expected to demonstrate exemplary ethical conduct in order to work for RLS and with our highly valued clients.