facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
A Billion Thank Yous Thumbnail

A Billion Thank Yous

Recently RRCM's assets under management passed $1 billion dollars!

That's a big number, and an important one for our firm. Five years ago we initiated a strategic plan called "The Road to a Billion", with the goal of just about doubling our assets to hit that number.

Why did we go down this road? Why such an ambitious target? We had three reasons:

  • First, we believe strongly that our approach to planning and investing, The Maximize Your Return on Life Solution, has such a positive impact on our clients' lives. We simply wanted to make a difference for more people.
  • Next, we wanted to provide the maximum professional growth opportunities for our staff.
  • And finally — to have a dynamic, growing firm focused on an ambitious goal — that sounded like fun!

So five years ago, we started down the road. Our road map called for significant "organic" growth, meaning bringing in new clients! I know a thing or two about that...

We knew we had the "engines" in place — that's our terrific staff! Those engines had high-octane fuel (or strong batteries!) — that's an exceptional client experience, combined with a strong reputation in our community.

We knew we needed to work hard, and we'd have have fun along the way!

But I want to acknowledge and thank those most important to our success:


You, our clients, for your confidence in us. You, our staff, for your work ethic, expertise, and "can-do" attitude. You, our professional colleagues, for partnering with us. You, our friends and families, for your encouragement and support along the way.

What's next? A new road with an even bigger number as a goal? We've always known that the amount of assets we manage is a function of how well we serve our clients. If we continue to focus on them, the destination will be the right one.

A billion thank yous!


Shari Greco Reiches

Shari co-founded Rappaport Reiches Capital Management with one goal - to maximize the return on life for her clients. Please connect with Shari below. She loves to talk about investing, financial planning, and Barry Manilow.

The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only. Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures regarding RRCM and its practices.