Services

The importance of a disciplined approach

The most adept investors know that the ups and downs of financial markets cannot be effectively timed. That’s where the insight of a professional advisor can help. He or she recognizes the important role that asset allocation, diversification and a long-term focus play in achieving investment goals.

Our  Approach

At RSM McGladrey Wealth Management, we provide planning-based advisory services that adhere to a highly disciplined approach with asset allocation at the center of your investment strategy. It works for major pension funds, corporations and endowments. We’re confident it can work for your wealth.

We offer a depth of knowledge that’s not easy for other firms to replicate. Our services go beyond investing to include personal financial planning, insurance and risk management advisory services, as well as estate and gift tax planning.

The Foundation of a Sound Investment Strategy

We strongly believe that Modern Portfolio Theory (MPT) provides the foundation to develop prudent, long-term portfolios. MPT is driven by the notion investors expect a certain level of return for a given level of risk; or for given level of risk investors are willing to accept a certain level of return. MPT focuses on building an optimal mix of diversified investments that may react differently in various market environments. Gains in one investment may help offset losses in another. This reduces the likelihood of incurring significant losses during any market cycle.

The RSM McGladrey Advantage

RSM McGladrey provides one of the industry’s most comprehensive suite of services for managing your personal wealth and business planning needs. We offer an alternative practice structure that allows our clients to take full advantage of the depth of knowledge, talent and experience across our companies.

When considered together, RSM McGladrey and McGladrey & Pullen rank as the fifth largest provider of accounting, tax and business consulting services in the United States, offering you the distinct advantage of working with a premier financial services firm providing the combined experience you seek.

Working with an RSM McGladrey Wealth Advisor you will benefit from:

• Fee-only investment management.
• Objective and independent viewpoint; no proprietary products.
• A personal investment policy based on your investment assets and long-term goals.
• Performance tracking and rebalancing of your asset mix as necessary.
• Ongoing analysis and consideration of tax consequences.
• Periodic meeting with your advisor.
• Year-end analysis of your unrealized capital gains and losses and appropriate strategy recommendations.