Financial & Investment

We can assist with your financial and investment planning by providing retirement needs analyses, advice on stock option strategies, life insurance and tax-effective structuring of investment portfolios and compensation plans. RAUPC is a registered investment advisor acting in an oversight role, helping you bring discipline to the investment of your financial assets. We take into account your investment goals and objectives, risk tolerance, tax situation, need for cash flow and investment time horizon. We help design asset allocation strategies and work with you to select mutual funds and/or separate account managers and set a plan for implementation. In addition, we help you analyze and review portfolio performance at regular intervals.