With over 15 years of history as a firm, our mission has not changed.
Rappaport Reiches Capital Management is an independent SEC-registered investment advisor. We were founded in 2005 by Shari Greco Reiches and David Rappaport to maximize clients' return on life through holistic financial planning and investment management. All while serving as fiduciaries, and acting in clients' best interests.
Stephen Reiches joined our team soon after. With over 40 years of shared experience in wealth management, private banking and estate planning, we set out to create a client-centered firm that would focus intensely on best practices.
With this in mind, we dedicated our Firm to efforts that add value to our clients:
- Outstanding service and attention to detail
- Customized investment planning
- Disciplined long-term thinking
- Low costs
- Tax-efficiency
- Transparency
- Earning capital market rates of return
...While making sure that clients avoid the “big mistakes” that can negatively impact their financial future:
- Making investment decisions based on emotions or short-term predictions
- Failing to protect your loved ones through proper planning
- Constantly changing managers or funds
- Choosing high fee funds that underperform the indexes
- Making spending decisions without a long-term plan in place
