Boutique Financial Planning and Investment Advisory Firm for Accredited Investors


Investment Planning

Many financial advisors rely nearly entirely upon mutual or exchange-traded funds to diversify their clients' portfolios. In our view, this approach to investment management exposes you to four problems:

  • Increased cost
  • Less investment control
  • Problematic compensation incentives
  • Conflicting ownership goals.

Risk Planning

One of the biggest dangers threatening the growth of wealth is an unexpected tragedy. A disability, illness, law suit, or a natural disaster can severely impact your cash flow.

If something happened to your home, would you have photographs of your property? Would you have access to your legal documents?

If something happened to you, would your spouse know how to access your money? Your insurance policy numbers?

Financial and Tax Planning

While conducting financial and tax planning, we get a detailed picture of your current situation. We examine cash flow, forecast income tax, and estimate net worth.

We also take a snapshot of current savings towards retirement and education. To get the most accurate and complete data, it's critical that you collaborate with us on getting up-to-date information about your financial matters.

Our Approach

River Glen is an investment advisory firm for business owners, corporate executives, and professionals. We offer comprehensive financial planning and investment advice to accredited investors. Our divergent investment approach attempts to limit volatility while providing the opportunity for high growth in private placement securities.

At River Glen, three practices are at the core of our business: Commission Free Service, Team-based Wealth Counseling, and Divergent Investing.

 
To be eligible for private placement securities, families must meet one of the following SEC requirements of an accredited investor:
  • An investible new worth over $1 million, or
  • An individual income exceeding $200,000 for at least 2 years, or
  • A joint income exceeding $300,00
To learn more, review the SEC's legal definition.

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Our Market Insights

Europe in Crises

Some of us investors may have felt as though we've been reliving the same day over and over as we watched negotiations between Europe and Greece.
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Winter Solstice

The Investment Policy Committee has been reflecting on the market turmoil of the last year and working to put these lessons learned to use in the New Year.
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Generating Income From Stocks

Investors relying on income from money market investments or U.S. Treasuries have struggled to receive interest income that has kept up with inflation.
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Managing Risk By Hedging

Stock market investors have options to protect themselves through a risk management strategy known as hedging.
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Sunny with a Chance for Storms

The economy is looking at storm clouds and investors and economists alike are trying to determine what the forecast will call for.
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