Investment Management & Consulting Services

• Goals, Objectives & Risk Assessment

• Investment Policy & Asset Allocation Development

• Investment Plan Implementation

• Manager Due Diligence, Research & Selection

• Individual Manager Monitoring & Overall Portfolio Performance Reporting

• Private Equity & Alternative Investments Advisory
  
  In addition to investment management & consulting services, RCA and its affiliated Certified Public Accounting firm Smoak, Davis & Nixon LLP, provide customized solutions as our clients' personal Chief Financial Officer in the following wealth management areas:
  
  Business Advisory
  Retirement Plan Advisory, Implementation & Monitoring
  Succession, Transfer & Sale Strategies
  
  Corporate Executive Consulting
  Concentrated Stock Position Strategies
  Stock Option & Deferred Compensation Planning
  
  Divorce and Financial Services Litigation
  Expert Witness Testimony
  Financial Analysis and Planning for Pre and Post-divorce
  
  Estate Planning & Family Wealth Counseling
  Multi-Generational Wealth Transfer Plan Design
  Philanthropic & Charitable Gifting Strategies
  
  Family Office Solutions
  Client Advocate, Advisor Coordination & Liaison
  Personal Financial Reporting & General Ledger Services
  Cash Flow & Expense Management
  
  Income Tax Planning & Preparation
  Individual, Business & Fiduciary Compliance
  Annual Tax Planning & Projections
  Transactional Planning
  
  Retirement Planning
  Retirement portfolio sustainability modeling
  Retirement income and tax efficient distribution planning

          Specific Transaction Consultation
        Private Equity
        Mergers and Acquisitions