How does the advisor help clients – Key Takeaways:
REACT INVESTMENT SOLUTIONS, LLC (RIS) is a financial advisory firm that specializes in providing personalized and comprehensive financial services to its clients. RIS believes in building long-term relationships with its clients and helping them achieve their financial goals through sound and strategic investment strategies.
The key takeaways of how RIS helps its clients are:
- Providing personalized investment advice and portfolio management services
- Offering a wide range of financial services to meet the diverse needs of its clients
- Applying a disciplined approach to investing, focusing on risk management and long-term growth
- Working closely with clients to understand their financial goals and develop tailored strategies to achieve them
Facts and Insights
RIS has been in the financial advisory business for over 15 years, serving a wide range of clients including high-net-worth individuals, families, and businesses. The firm has a team of experienced and knowledgeable advisors who are dedicated to providing top-notch financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
RIS offers a comprehensive range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
RIS works with a diverse group of clients, including:
- Individuals and families
- Business owners and executives
- Retirees
- Trusts and foundations
- Closely-held businesses
Fees & Compensation
RIS charges fees based on a percentage of assets under management. The firm follows a fee-only structure, which means it does not receive any commissions or compensation from third-party products or services. This ensures that the advice and recommendations provided by RIS are in the best interest of its clients.
Background
RIS was founded on the principles of trust, expertise, and comprehensive financial planning. The firm takes a holistic approach to financial planning, taking into account each client’s unique circumstances and goals. RIS has a team of experienced and credentialed advisors who stay updated on the latest industry trends and best practices.
Financial Advisor Disclosures to Know
As a registered investment advisor, RIS is held to a fiduciary standard and is required to act in the best interest of its clients. The firm has a duty to provide full disclosure of any potential conflicts of interest or fees to its clients. Clients can find additional information about RIS and its advisors on the Securities and Exchange Commission (SEC) website and on the firm’s Form ADV.