Investments

One item drives RTJ’s investment advice: What is important about money to our clients. All investment decisions combine our clients’ vision with sound investment advice and expertise.

  • We review all investments (even those which are not managed by RTJ) to ensure they meet your needs.

  • We make investment recommendations based on the client’s overall objectives and their risk tolerance.

  • We monitor investments monthly and notify clients if adjustments are necessary.

  • We organize and consolidate investment information in clear and concise quarterly reports.

  • Each client receives their own Wealth Portal that allows them to see all their accounts in one central location.

Our Location

RTJ Financial Management, Inc.

201 Wilshire Blvd.,

3rd Floor,

Santa Monica, CA 90401

Phone. 310-587-3370

Fax. 310-943-1585

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