Based on each client's objectives, we can use any financial instrument traded at a large exchange (i.e.: The New York Stock Exchange).
Some examples of Investment Vehicles are: Stocks, Bonds, Exhange-Traded Funds (ETFs), Hedge-Funds, and Mutual Funds. among others.
The Custodian is the institution which houses and protects your assets against loss from theft or fraud.
We only recommend the top custodians in the world. The Custodian provides our clients with internet access to their accounts, monthly statements and access to their funds.
A true financial consultant is an independent professional (not a broker who gets paid commissions or a banker who is paid to sell bank products) with the highest caliber academic credentials and experience, who can offer client referrals and a track record of successful investing.
A fiduciary relationship is a legal or ethical relationship of confidence or trust between two or more parties. (Brokers and bankers, due to the conflict of interest inherent in charging commissions and selling bank products, cannot legally act as fiduciaries).
Our fees are transparent and competitive. Furthermore, in order to align your interst with ours, the fees are based on a percent of the total assets. In this way, we both gain as your assets grow and vice versa.
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At RFC we use a client-focused approach based on the overriding principles of transparency, objectivity and high-quality service.
Unlike brokers or bankers, we offer 100% objective investment advice.
As a fee-based consulting firm, we do not accept commissions of any kind nor sell any products, thereby ensuring complete objectivity in our recommendations.
In fact, as a Registered Investment Advisor, RFC can and does act as a fiduciary to our clients - thus upholding the “highest standard of conduct under the law”.
To further safeguard our client's investments against theft, fraud and conflicts of interest, we firmly separate: custody, consulting, and investment vehicles.
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Contact us at:
USA : (952) 949-2166
MEX-DF : 5351-5381
FAX : (952) 846-7367
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"World-Class Investment Experience Working for You" |