Investments Studies

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.