RGCN is associated with Strategic Wealth Management Group, Inc., a registered investment advisor. The investment professionals at Strategic Wealth Management Group provide an alternative to traditional brokers and self-directed investment programs.
What’s so different about Strategic Wealth Management Group? For one thing, its purpose is to provide an intelligent, disciplined approach to investment management. We don’t believe in picking stocks, market timing, trying to “beat the market” or any of the other high risk, high stress approaches that get a lot of attention but which inevitably produce disappointing results in the long-run. Instead, we begin by helping you define realistic long-term goals for your investment program. This is a critical first step.
Once the goals are clearly defined, we then assemble a diversified portfolio of no-load mutual funds, chosen specifically to achieve your objectives while reducing risk, volatility and, above all, costs. After all, lowering costs is still the most reliable way to improve your portfolio’s performance—and it always will be.
Unlike a brokerage, our fees are based strictly on the assets under management, not on the number or size of transactions. Establishing an account with Strategic Wealth Management Group enables you to coordinate your tax, estate planning and investment management services in a single, direct relationship—a very important advantage.
