We are an SEC-registered investment advisor, offering financial planning and global investment management solutions to individuals, families, and non-profit organizations.
The Rappaport Reiches Capital Management Mission Statement
Our mission is to enhance the quality of our clients’ lives through the peace of mind that comes from achieving financial and life goals.
We begin by listening. We then organize, clarify, and simplify. We reduce the stress inherent in navigating financial markets by following a disciplined approach based on financial science, not predictions.
With broad experience in financial planning, investment management, estate planning and taxes, we offer a holistic and comprehensive solution to meeting clients' needs.
We value our independence, as we are beholden only to our clients' best interests.