Private Clients

RCM has been managing money and building wealth for private clients since 1970.  The flagship investment offerings have been primarily in large cap growth equities and municipal bonds which continue to serve our clients investment needs to this day.  Over time we have added additional investment capabilities and options for individual clients.  As part of a global asset management organization, our portfolio managers in San Francisco have direct access and source ideas from our global research platform and our unique Grassroots^SM Research.

We provide various distribution channels designed to fit the client’s investment objectives and service needs.  We offer separately managed mandates, commingled funds, and mutual funds to our individual investors.

We work with various custodians such as Wells Fargo, Union Bank of California, and Charles  Schwab, & Co.

We have a team of Relationship Managers and Associates who will help you assess which of the current investment options may be suitable for you and will complement your overall asset allocation.  We have unique clients with diverse investment needs and objectives.  Your Relationship Manager will work with you in every step of the portfolio construction process and be your key liaison to RCM and the portfolio management teams.  For information, please contact us.

Our clients are mainly individuals subject to U.S. taxes.  We also manage tax-exempt assets such as charitable trusts, IRAs, and foundations.  We work directly with individuals, family offices, registered investment advisers, and financial planners.