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Collaborative Partnership
RR Investor 1 Crore

Enjoy a personalized relationship

As a member of RR you will:

  • Work one-on-one with an experienced RR investment professional.
  • Receive customized guidance that reflects your unique lifestage preferences and goals.
  • Gain fact-based recommendations from your consultant, who is not paid to sell you specific stocks or funds.
  • Get it all for a reasonable, clearly-outlined fee.
Move toward your goals with our disciplined, time-tested approach

Your investment professional will work with you to develop and implement a comprehensive plan designed to help you reach your investment goals.

Our Approach
Goal Review Your investment consultant works with you to understand your needs and expectations.
Portfolio Assessment We’ll develop a personalized, comprehensive plan designed to help you achieve your goals.
Portfolio Building and Rebalancing Together, we’ll select and implement the best solutions and investment options for you.
Continuing Advice and Guidance We’ll help you monitor your progress through quarterly reporting, in-person reviews and online tools found at RRFinance.com.
 

Get advice and support to stay on track

  • Get together for regular portfolio check-ins.
  • Receive clear and actionable reporting to assess your results.
  • Modify your plan as your needs and the market change.
Meet a Schwab investment professional
Get to know one of our investment professionals and find out why we’re so passionate about helping clients succeed. Interview with Jayant Manglik.

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