• We review all investments (even those which are not managed by RTJ). On this basis we evaluate new options.
  
• We assist clients in identifying financial behaviors which have previously been negative factors in their wealth accumulation. We create new possibilities.
  
• 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.
  
• We consistently use a client’s target to stay-the-course.