we are
Seasoned
investment consultants
Need help on investing? you came at the right site!
Rowe consulting group
As investment consultants, we understand that public funds, retirement and pension plans, endowments, and foundations place a fiduciary responsibility on their investment committees and trustee boards. These organizations, as well as individual investors who have considerable wealth, want an experienced and knowledgeable investment professional to assist them in the achievement of their investment goals.
Rowe Consulting Group members work alongside you as co-fiduciaries to establish guidelines for investing your assets – or, for fiduciaries, our organization’s assets. Our ability to understand complex fiduciary needs, combined with our expertise in serving a variety of organizations and individuals sets us apart within the investment consulting arena.
IMPORTANT PARTNERSHIP
interactive brokers
Interactive Brokers is a broker/dealer that consistently provides investment consultants
with best-in-class systems and support.
The Rowe Consulting Group leverages the resources of Interactive Brokers
to be your source for innovative investment consulting advice and services.
However, we remain conflict-free in our recommendations, with full disclosure,
offering you independent advice throughout our Investment Consulting Process.
RCG Investment Process
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Investment Policy Statements
The Rowe Consulting Group bases its guidance and recommendations on your investment policy statement.
An investment policy statement is a written document that serves two important functions. First, it is a blueprint in the construction of an investment portfolio. Second, it serves as a written business plan in the ongoing management and oversight of an investment portfolio.
The Rowe Consulting Group uses our proprietary investment policy questionnaires in order to construct our fully customized investment policy statement. We use your feedback to create a new investment policy statement or simply revise your existing document. Once you are satisfied with your investment policy statement, it becomes the platform for our recommendations, your decisions and serves as a guide to the investment selections of your portfolio and your investment managers.
All investment policy statements that we create are designed to provide meaningful, prudent, direction and guidance for trust officers, investment committees and boards of trustees.
Please contact us to learn more about how updating and improving your investment policy statement may protect you from fiduciary liabilities.
Our Expertise
Over 70 Years of combined Experience in Investment consultancy
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Our achievement in numbers
Got a new investment plan?
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