RSV Consulting Group, Inc.
Investment Management - , ,
RSV Consulting Group, Inc. Employees
RSV Consulting Group, Inc. Details
RSV Consultng Group, Inc. consults and guides ultra high net worth individuals, families, their family offices and foundations on thier investment activities on a nationwide basis. We are often a critical change agent on our clients' behalf. We are conflict-free and solely aligned with our clients' interests. Our approach is collaborative and confidential, leveraging our clients' goals and objectives with out experience and network to realize those goals.Specific services provided include:- Goal and risk tolerance identification and unification.- Collaboratively deveoped investment strategy- Guidance on asset allocation decisions.- Leading the manager selection process- Manager monitoring.- Manager reports tailored to meet client expectations.- Generate and vet new ideas.- Buffer clients from investment solicitations.In addtion to customized investment strategy and portfolio management, our expertise across asset classes includes private equity, venture capital, sustainable, green and local investing.Client asset size range is from $10 million to over $1 billion with the sweet spot from $100 million, with complex circumstances.RSV Consulting Group is an accountable team player that can facilitate positive change for each client as needed.
